Client Success Advocate-Part Time/Remote

GFI IkigaiFargo, ND

$30,000 - $50,000 / year

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Overview

Remote

On-site

Compensation

$30,000-$50,000/year

Job Description

About GFI Ikigai

At GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We take pride in our commitment to excellence, providing online tools and in-house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people.

About the Position: Client Success Advocate-PT

We are seeking a driven and ambitious individual to join our team as a Client Success Advocate. As a vital part of our team, you will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. If you have a passion for helping people and making a meaningful 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

Client Success Advocate Daily Responsibilities

Serve as a part-time Client Success Advocate and 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 the Client Success Advocate Role

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!

Entrepreneurially-minded, self-motivated, and a desire to grow and help people

Advanced negotiation techniques or technical troubleshooting skills may be beneficial

Join us as a part-time Client Success Advocate and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!

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FAQs About Client Success Advocate-Part Time/Remote Jobs at GFI Ikigai

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

This job at GFI Ikigai is located in Fargo, ND, 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.