Remote Representative

GFI-Team Ikigai • Boston, MA

2d • Remote

About The Position

Join Us as a Remote Client Services Representative at Global Financial Impact! Embark on a rewarding journey by becoming part of GFI-Team Ikigai as a Remote Client Services Representative! In this role, you'll leverage cutting-edge online tools and in-house training to educate and empower communities toward achieving financial literacy. We welcome individuals from diverse backgrounds, valuing integrity, a strong work ethic, diligence, leadership qualities, and an entrepreneurial mindset. No previous financial experience is required, and we'll provide you with everything you need to succeed in this exciting role! Position Overview As a Remote Client Services Representative, your primary responsibility will be to provide outstanding front-line customer support. You'll engage with clients from the comfort of your home, guiding clients on achieving their financial goals over Zoom. It's all about creating exceptional customer experiences by offering education, discovering goals and implementing strategies to obtain them. This is an exciting and unique opportunity to join the fastest growing financial services brokerage in the U.S. This is an independent contractor role. If you're a visionary who desires to make a difference, keep reading!!!

Requirements

• Enthusiasm for making a positive impact by solving financial literacy challenges.
• Entrepreneurial spirit, self-motivation, coachability and people skills are required.
• Must be over 18 years old and a U.S. Citizen.
• Ability to pass a comprehensive background check.
• Must own a computer with a webcam and have reliable internet.
• A genuine desire and drive to help others and foster community well-being.

Nice To Haves

• Backgrounds in customer service, leadership, and management are a plus.
• Experience in education, coaching, military, or as elite athletes preferred but not required!

Responsibilities

• Provide outstanding front-line customer support.
• Engage with clients from the comfort of your home, guiding clients on achieving their financial goals over Zoom.
• Create exceptional customer experiences by offering education, discovering goals and implementing strategies to obtain them.

Benefits

• 100% Remote Position: Manage your workday flexibility and accommodate your schedule.
• Comprehensive Training: Access to our extensive online tools, training programs, and mentorship for continuous growth.
• Opportunities for Advancement: With scalable compensation aligned with your career goals, your ambitions are fully supported.
• Personal & Professional Growth: Work in a collaborative environment with seasoned brokers and mentors offering career guidance.
• Leadership Development: Dive into a system focused on building your leadership and team collaboration skills.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed