Remote Client Success Associate - Part Time

GFI Ikigai; Memphis (TN); Remote; USD 30,000 - 50,000; Part time

Benefits offered by this job

Flexible scheduling

Comprehensive online tools and training

Leadership development opportunities

Job summary

GFI Ikigai is seeking a part-time Lead Associate to manage client accounts and ensure satisfaction while educating clients on financial literacy. Responsibilities include developing personalized financial plans and maintaining high client satisfaction without cold calling. Candidates must be U.S. citizens, have strong communication skills, and obtain a Life Producer license shortly after hiring. The role is fully remote with flexible scheduling and competitive compensation between $30,000 and $50,000 annually.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Strong verbal and written communication skills required.
• Must pass a background check.

Responsibilities

• Serve as the primary contact for clients and ensure satisfaction.
• Provide education on financial topics.
• Develop customized financial plans for clients.

Skills

Customer relationship management

Verbal communication

Written communication

Financial planning

Upselling

Education

Life Producer license

Tools

CRM systems (e.g., 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: Lead Associate

We are seeking a driven and ambitious individual to join our team as a Lead Associate. As a vital part of our team, the Lead 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

Lead Associate Daily Responsibilities

• Serve as a part-time Lead 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 Lead 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 Lead 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!