Client Solutions Specialist

GFI IkigaiHenderson, NV

$30,000 - $50,000 / year

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Overview

Remote

On-site

Compensation

$30,000-$50,000/year

Job Description

Client Solutions Specialist:

We are seeking a driven and ambitious individual to join our team as a Client Solutions Specialist. As a vital part of our team, the Client Solutions Specialistwill be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you!

Benefits:

Flexible scheduling with personalized customization
100% remote position with comprehensive online tools and training
Leadership development opportunities
Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals

Daily Responsibilities: Client Solutions Specialist

Serve as the key contact for clients, ensuring their total satisfaction
Interact with clients and associates, providing timely, professional, and courteous support
Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
NO Cold Calling, NO Door Knocking

Requirements of Client Solutions Specialist

18 years or older and a U.S. citizen
Pass a background check
Strong verbal and written communication and customer relationship management skills
Must have or obtain within first 2 weeks a Life Producer license
Familiarity with CRM systems (e.g., Salesforce) and basic reporting
Ability to interpret account health metrics and prepare concise summaries
Experience or aptitude for identifying expansion opportunities

Additional Qualifications

Preferred backgrounds include customer service, leadership, and management
Education, coaching, military, or elite athlete backgrounds are a great fit, but not required!
Entrepreneurially-minded, self-motivated, and desire to grow and help people
Advanced negotiation techniques or technical troubleshooting skills may be beneficial

We look forward to reviewing your application and exploring how we can achieve great results together!

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FAQs About Client Solutions Specialist Jobs at GFI Ikigai

What is the work location for this position at GFI Ikigai?

This job at GFI Ikigai is located in Henderson, NV, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at GFI Ikigai?

Candidates can expect a pay range of $30,000 and $50,000 per year.

What employment applies to this position at GFI Ikigai?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at GFI Ikigai?

You can apply for this role at GFI Ikigai either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.