What are the responsibilities and job description for the Client Service Advocate - Remote position at GFI Team Ikigai?
Job Title: Client Service Advocate at GFI Ikigai
About GFI Ikigai
GFI Ikigai is dedicated to transforming communities by eradicating financial illiteracy. We provide innovative online tools and in-house training that promote personal and professional growth, opening new career paths and ensuring financial independence is accessible to everyone.
About the Position: Client Service Advocate
As a Client Service Advocate, you will play a critical role in supporting our clients with exceptional service and innovative solutions. Your main focus will be to nurture long-lasting relationships and provide cutting-edge solutions to meet clients' financial needs. If you're passionate about making a difference, this could be the perfect role for you.
Benefits
Enjoy the flexibility of a schedule tailored to your life. This remote position comes with comprehensive online tools and training, geared towards leadership development and advanced career opportunities. Expect competitive pay ranging from $65,000 to $85,000 annually for part-time work.
Primary Responsibilities
Applicants must be 18 , a U.S. citizen, and pass a background check. Strong verbal and written communication skills are crucial. Familiarity with CRM systems like Salesforce and the ability to translate account health metrics into actionable summaries are essential. A Life Producer license must be obtained within two weeks of employment.
Preferred Qualifications
A background in customer service, leadership, or management will be beneficial. Experience in education, coaching, or military roles, or as an elite athlete, is valuable. We admire an entrepreneurial spirit, self-motivation, and a genuine desire to help people. Skills in negotiation or technical problem-solving will set you apart.
Are you ready to make financial literacy accessible to everyone? Join GFI Ikigai as a part-time Client Service Advocate and help us elevate financial security one client at a time. We are excited to receive your application and embark on this mission towards success together!
About GFI Ikigai
GFI Ikigai is dedicated to transforming communities by eradicating financial illiteracy. We provide innovative online tools and in-house training that promote personal and professional growth, opening new career paths and ensuring financial independence is accessible to everyone.
About the Position: Client Service Advocate
As a Client Service Advocate, you will play a critical role in supporting our clients with exceptional service and innovative solutions. Your main focus will be to nurture long-lasting relationships and provide cutting-edge solutions to meet clients' financial needs. If you're passionate about making a difference, this could be the perfect role for you.
Benefits
Enjoy the flexibility of a schedule tailored to your life. This remote position comes with comprehensive online tools and training, geared towards leadership development and advanced career opportunities. Expect competitive pay ranging from $65,000 to $85,000 annually for part-time work.
Primary Responsibilities
- Serve as the primary contact for clients, ensuring satisfaction and outstanding service.
- Communicate effectively with clients; provide timely and helpful responses.
- Educate clients on financial topics, including business investments, insurance, retirement solutions, and savings strategies.
- Create personalized financial plans for budgeting, debt reduction, investing, and retirement planning.
- Identify opportunities to enhance account value through upselling and cross-selling, maintaining high client satisfaction.
Applicants must be 18 , a U.S. citizen, and pass a background check. Strong verbal and written communication skills are crucial. Familiarity with CRM systems like Salesforce and the ability to translate account health metrics into actionable summaries are essential. A Life Producer license must be obtained within two weeks of employment.
Preferred Qualifications
A background in customer service, leadership, or management will be beneficial. Experience in education, coaching, or military roles, or as an elite athlete, is valuable. We admire an entrepreneurial spirit, self-motivation, and a genuine desire to help people. Skills in negotiation or technical problem-solving will set you apart.
Are you ready to make financial literacy accessible to everyone? Join GFI Ikigai as a part-time Client Service Advocate and help us elevate financial security one client at a time. We are excited to receive your application and embark on this mission towards success together!
Salary : $65,000 - $85,000