Remote Representative - Part-Time Financial Literacy Ambassador

GFI-Team Ikigai • Rogers, AR

5d • Remote

About The Position

We are on the hunt for a passionate and insightful individual to embrace the position of Remote Representative, stepping into the vital role of a Part-Time Financial Literacy Ambassador. In this impactful position, you'll collaborate with communities to tackle the significant issue of financial illiteracy. Your goal is to drive positive change remotely, equipped with comprehensive resources and training for success.

Requirements

• Must be a US citizen, 18 years or older.
• Capability to pass a background check.
• Self-driven and entrepreneurially minded with a commitment to financial education.

Nice To Haves

• Preferred experience in customer service, leadership, and management.
• Evidence of effectiveness in account management and renewal processes, along with negotiation and problem-solving skills.
• Outstanding communication skills, both verbal and written, for effective virtual engagements and business review facilitation.
• Proficient in handling CRM data accuracy and forecasting.
• Aptitude for managing time efficiently in a remote, part-time setting to meet business targets.
• Experience in education, coaching, military, or as an elite athlete is advantageous but not essential.

Responsibilities

• Oversee the management of a book of existing customer accounts.
• Achieve account retention, contract renewals, and expand revenue through upsell and cross-sell opportunities.
• Engage virtually via phone, email, and online meetings.
• Lead forecasting, renewal strategies, and daily account management.
• Enhance portfolio retention and ensure smooth contractual continuity by achieving top-tier renewal rates and minimizing churn.
• Innovate expansion revenue through strategic upselling and cross-selling.
• Deliver exceptional account management and customer advocacy to maintain strong customer satisfaction.
• Maintain accuracy in commercial and CRM data to bolster forecasting and operational coordination.

Benefits

• Flexible work schedule
• Customized training/coaching
• Competitive annual salary ranging from $30,000 to $50,000, based on experience and performance.
• Growth opportunities
• Access to a broad range of resources to make financial independence and security reachable for all.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed