Customer Relations Associate - Part Time Remote

GFI Team Ikigai; Cedar Crest (NM); On-site; USD 30,000 - 50,000; Part time

Benefits offered by this job

Flexible scheduling

Remote position with online tools

Leadership development

Competitive compensation

Job summary

GFI Ikigai is seeking a part-time Customer Relations Associate to manage a portfolio of client accounts remotely, coordinating service delivery and contract fulfillment.

You will educate clients about financial topics, develop customized plans, and pursue account growth without cold calling, leveraging online tools and training.

Qualifications

• 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 Life Producer license within first 2 weeks.
• 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.

Responsibilities

• Serve as a part-time Customer Relations Associate 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

Skills

Communication skills

Tools

Salesforce

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 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: Customer Relations Associate

We are seeking a driven and ambitious individual to join our team as a Customer Relations Associate. As a vital part of our team, the Customer Relations Associate will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a 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

Customer Relations Associate Daily Responsibilities

• Serve as a part-time Customer Relations Associate 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 Customer Relations Associate 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 desire to grow and help people


• Advanced negotiation techniques or technical troubleshooting skills may be beneficial

Join us as a part-time Customer Relations Associate 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!