[Hiring] Client Service Advocate @GFI-Team Ikigai

Role Description

Are you a people person with a zest for financial insights? Picture yourself as a hero in our clients' financial journeys, offering creativity, support, and top-tier solutions in this vibrant, remote role. As our Client Service Advocate, you'll blend empathy with expertise to connect with clients, nurture long-lasting relationships, and support their financial dreams.

• Be the first point of contact for our beloved clients, ensuring they receive stellar service.
• Collaborate closely with clients, sharing innovative ideas and practical solutions along their financial roadmaps.
• Educate and engage with clients on essential financial topics and help develop personalized plans for budgets, investments, and retirement.
• Unlock opportunities to enhance account value through smart upselling and cross-selling, all while spotlighting client satisfaction.

Qualifications

• Strong communication skills, both verbal and written.
• Ability to translate account metrics into potent strategies.
• U.S. citizens aged 18 or above.
• Familiarity with CRM systems like Salesforce.
• A Life Producer license is required within two weeks of starting.

Requirements

• Experience in customer service, leadership, or sales.
• A background in education, coaching, military, or athletics is a plus.
• Demonstrated entrepreneurial spirit, empathy, problem-solving skills, and negotiation flair.

Benefits

• Flexible schedule and remote work that fits your lifestyle.
• Annual pay ranging from $65,000 to $85,000 for part-time work.
• Unrivaled career growth opportunities through comprehensive online tools and leadership development options.