[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