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Virtual Client Success Specialist - Part Time

GFI IkigaiAugusta, ME

$65,000 - $85,000 / year

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Overview

Remote
On-site
Compensation
$65,000-$85,000/year

Job Description

About GFI Ikigai

At GFI Ikigai, we are committed to tackling financial illiteracy and fostering positive impacts within communities around the globe. We pride ourselves on our dedication to excellence, offering innovative online tools and in-house training that propel personal and professional growth. Our platform is designed to support various career paths, making financial independence a reachable goal for diverse individuals.

Join our Team as a Virtual Client Success Specialist

Are you driven by a passion for helping others and delivering exceptional service? Then consider becoming a Virtual Client Success Specialist with GFI Ikigai. This vital part-time position is all about managing a portfolio of client accounts, blending customer service, contract fulfillment, and relationship-driven sales, all while being entirely remote from the comfort of your home. You'll be the key point of contact for clients, providing them with the guidance and value they need to thrive.

Why You'll Love Working with Us

  • Flexible scheduling tailored to your lifestyle
  • 100% remote position packed with robust online tools and training
  • Opportunities for leadership development and personal growth
  • Competitive compensation of $65000 - $85000 for part-time work, with advancement and earning potential based on your unique goals

Your Key Responsibilities

  • Act as a Virtual Client Success Specialist and the primary contact for clients, ensuring their utmost satisfaction
  • Engage with clients and associates, offering professional, courteous, and timely support
  • Educate clients on business, investments, insurance protection, retirement, savings, and estate planning
  • Provide tailored financial plans, guiding clients through budgeting, debt reduction, investing, and retirement strategies
  • Promote account value through upsell and cross-sell opportunities, maintaining high client satisfaction and loyalty
  • No Cold Calling, No Door Knocking

What We Look For

  • You must be 18 years or older and a U.S. citizen
  • A clear background check
  • Strong communication and customer relationship management skills
  • The motivation and ability to obtain a Life Producer license within the first two weeks
  • Familiarity with Google tools, Zoom and scheduling software
  • The ability to analyze account health metrics and create concise summaries
  • Experience or potential in identifying expansion opportunities

Preferred Qualifications

  • A background in customer service, leadership, or management is ideal
  • Education, coaching, military, or being an elite athlete are great fits!
  • Entrepreneurial spirit, self-motivated, and desire to grow professionally while helping others
  • Advanced negotiation techniques or technical troubleshooting skills can be beneficial

Embrace the opportunity to contribute meaningfully as a Virtual Client Success Specialist, advancing financial literacy and security for all. We eagerly await your application and are excited to see what we can accomplish together!

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FAQs About Virtual Client Success Specialist - Part Time Jobs at GFI Ikigai

What is the work location for this position at GFI Ikigai?
This job at GFI Ikigai is located in Augusta, ME, 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 $65,000 and $85,000 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.