Remote Part-Time Client Success Advocate

GFI Ikigai; Fargo (ND); Remote; USD 30,000 - 50,000; Part time

Benefits offered by this job

Flexible scheduling

100% remote position

Leadership development opportunities

Job summary

GFI Ikigai is seeking a driven part-time Client Success Advocate to manage client accounts and ensure satisfaction. This role combines customer service with relationship-driven sales without cold calling.

The ideal candidate must have strong communication skills, a desire to help people, and be prepared to obtain a Life Producer license. The position offers comprehensive online tools and flexible scheduling to support personal goals.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Pass a background check.
• Must have or obtain a Life Producer license within 2 weeks.

Responsibilities

• Manage a portfolio of client accounts as a part-time advocate.
• Ensure client satisfaction and provide professional support.
• Educate clients on financial knowledge and business planning.

Skills

Strong verbal and written communication

Customer relationship management

Ability to identify expansion opportunities

Tools

CRM systems (e.g., Salesforce)

Job description

GFI Ikigai is seeking a driven part-time Client Success Advocate to manage client accounts and ensure satisfaction. This role combines customer service with relationship-driven sales without cold calling.

The ideal candidate must have strong communication skills, a desire to help people, and be prepared to obtain a Life Producer license. The position offers comprehensive online tools and flexible scheduling to support personal goals.