Remote Part-Time Customer Relations Specialist

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

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.