[Remote] Remote Client Consultant - PT/FT

Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is a dynamic force at the forefront of financial empowerment, driven by a mission to eradicate financial illiteracy and uplift communities worldwide. As a Client Consultant, you'll play a pivotal role in orchestrating client relations remotely, transforming lives while advancing your career in a vibrant, flexible environment.

Responsibilities

• Serve as the essential client liaison, ensuring seamless satisfaction and engagement
• Engage with clients using your diplomatic prowessdeliver insights with precision and poise
• Empower clients by unraveling the complexities of business investments, insurance strategies, and savvy saving solutions
• Tailor bespoke financial strategies to guide clients on spending wisely, reducing debt, strategically investing, and planning retirements
• Spot and seize opportunities to heighten account value through artful upselling and cross-selling

Skills

• Must be 18+ years and a proud U.S. citizen
• Pass background checks with flying colors
• Communicate with a voice that commands and a pen that captivates
• Seal the deal with a Life Producer license within two weeks
• Navigate CRMs like Salesforce effortlessly and report with clarity
• Analyze account health with swift acuity and deliver synopses that matter
• A knack for recognizing and acting on growth-inducing opportunities
• Previous roles in customer-centric environments or leadership capacities
• Educational, coaching, military, or elite sports backgrounds add distinctive value
• An entrepreneurial spirit, self-motivation, and an innate desire to uplift others
• Naturally skilled in negotiation or solving technical conundrums with ease

Benefits

• Flexibly design your schedule for the ultimate work-life harmony
• Thrive in a completely remote setting with cutting-edge online tools and comprehensive training
• Elevate your leadership skills with endless development opportunities

Company Overview