[Remote] Client Services Specialist

Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is dedicated to transforming financial lives and empowering individuals through client services. As a Client Services Specialist, you will provide exceptional support to clients, ensuring effective communication and crafting personalized financial plans while building meaningful relationships.

Responsibilities

• Be the client's champion - providing effective solutions with a smile
• Ensure smooth communication with clients and team members
• Share wisdom on a range of financial topics, from insurance to retirement
• Craft tailor-made financial plans and contribute to client successes
• Enhance service value with strategic upselling and cross-selling (no hounding calls!)

Skills

• 18+ and proud to be a U.S. citizen
• Background check cleared, no worries!
• Your communication skills could win awards
• We'll assist you in acquiring a Life Producer license within the first two weeks
• CRM systems, especially Salesforce, are second nature to you
• You possess an eagle-eye for opportunities and growth
• Background in customer service, leadership, or similar
• Fit in perfectly with experiences from education, sports, or military fields
• You're adventurous with a penchant for challenging norms
• Your negotiation and tech skills add to your shine

Benefits

• Create your own flexible schedule to fit around your lifestyle
• Enjoy the freedom of working remotely with excellent online resources and training
• Pursue personal and professional growth with plenty of opportunities to advance

Company Overview