Remote Client Services & Financial Planning Specialist

GFI Team Ikigai; Asheville (NC); On-site; USD 65,000 - 85,000; Part time

Benefits offered by this job

Flexible schedule

100% remote position

Leadership development opportunities

Comprehensive training

Job summary

GFI Team Ikigai is seeking part-time Client Services Representatives to join their mission of combating financial illiteracy. This fully remote role allows you to customize your schedule while providing top-notch service to clients.

As a key contact, you will guide clients through essential financial planning and investment opportunities, ensuring their satisfaction and fostering strong relationships. With a compensation structure that is commission-based, candidates can expect to earn between $65,000 and $85,000 in their first year, with extensive training provided.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Ready to ace the background check.
• Obtain a Life Producer license within 2 weeks.

Responsibilities

• Serve as the primary contact for clients, ensuring satisfaction.
• Provide professional support for clients and associates.
• Guide clients through financial planning and investments.
• Create personalized financial plans.
• Identify upsell and cross-sell opportunities.

Skills

Communication skills

Client relationship building

Flexibility

Opportunity spotting

Job description

GFI Team Ikigai is seeking part-time Client Services Representatives to join their mission of combating financial illiteracy. This fully remote role allows you to customize your schedule while providing top-notch service to clients.

As a key contact, you will guide clients through essential financial planning and investment opportunities, ensuring their satisfaction and fostering strong relationships. With a compensation structure that is commission-based, candidates can expect to earn between $65,000 and $85,000 in their first year, with extensive training provided.