Customer Relations Associate - Part Time Remote

GFI Team Ikigai; Cheyenne (WY); Remote; USD 30,000 - 50,000; Part time

Benefits offered by this job

Flexible scheduling

100% remote position

Leadership development opportunities

Online tools and training

Competitive compensation

Job summary

GFI Ikigai is seeking a part-time, remote Customer Relations Associate to manage customer interactions and build relationships nationwide. You will educate clients on financial products, guide budgeting and retirement planning, and pursue upsell opportunities while delivering exceptional service.

The role emphasizes strong communication skills, CRM proficiency (Salesforce), and a customer-first mindset. Flexible scheduling and remote work enable professional growth and potential advancement.

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 obtain Life Producer license within the first 2 weeks.
• Familiarity with CRM systems (e.g., Salesforce) and competency in basic reporting.
• Ability to interpret customer health metrics and prepare concise summaries.
• Aptitude for identifying and pursuing expansion opportunities.

Responsibilities

• Act as the primary contact for customer queries and account management, ensuring total customer satisfaction.
• Provide timely, professional, and courteous support to customers and associates.
• Educate customers on financial products, including investment, insurance protection, retirement savings, and estate planning.
• Develop customized customer plans, guiding customers through budgeting, debt reduction, investing, and retirement planning.
• Maintain high levels of customer satisfaction and improve account value through upsell and cross-sell opportunities.

Skills

Excellent communication

Customer-focused

Team collaboration

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 the Position: Customer Relations Associate - Part Time Remote

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 customer interactions and relationships on a part-time, remote basis. If you\'re enthusiastic about making a difference and helping others, this opportunity is 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 potential for advancement based on personal goals

Customer Relations Associate Daily Responsibilities

• Act as the primary contact for customer queries and account management, ensuring total customer satisfaction


• Provide timely, professional, and courteous support to customers and associates


• Educate customers on financial products, including investment, insurance protection, retirement savings, and estate planning


• Develop customized customer plans, guiding customers through budgeting, debt reduction, investing, and retirement planning


• Maintain high levels of customer satisfaction and improve account value through upsell and cross-sell opportunities

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 obtain Life Producer license within the first 2 weeks


• Familiarity with CRM systems (e.g., Salesforce) and competency in basic reporting


• Ability to interpret customer health metrics and prepare concise summaries


• Aptitude for identifying and pursuing expansion opportunities

Additional Qualifications

• Background in customer service, leadership, or management preferred


• Education, coaching, military, or elite athlete backgrounds also a great fit!


• Entrepreneurial mindset, self-motivated, and keen to grow and help others


• Advanced negotiation techniques or technical troubleshooting skills beneficial

Join us as a part-time Customer Relations Associate and contribute towards making financial literacy and security attainable for everyone. We look forward to reviewing your application and discovering how we can achieve great results together!

OKRs

• Objective 1 Excellent Customer Service: Ensure consistent delivery of high-quality customer interactions and solutions.


• KR1.1: Maintain a 98% on-time response rate for customer queries each quarter.


• KR1.2: Eliminate customer complaints through process improvement within six months.


• Objective 2 Relationship Building: Develop lasting customer relationships that enhance loyalty and engagement.


• KR2.1: Achieve a 95% customer satisfaction rate in ongoing feedback surveys.


• KR2.2: Increase the percentage of returning customers by 15% within a year.


• Objective 3 Knowledge Sharing and Growth: Promote financial literacy and customer empowerment.


• KR3.1: Conduct at least 3 financial literacy workshops or webinars per year with high attendance.


• KR3.2: Share educational content regularly, achieving positive feedback and engagement.

KPIs

• Response Timeliness: Percentage of queries addressed by committed dates (target: 98%).


• Complaint Resolution: Rate of issue resolution without rework (target: 95%).


• Customer Satisfaction: Average rating in customer feedback surveys (target: 4.5/5).


• Return Customer Rate: Percentage increase in customer retention (target: 15% yearly).


• Engagement in Financial Literacy: Attendance and feedback from informational events (target: 4.5/5).