Remote Part-Time Financial Solutions Specialist

GFI-Team Ikigai; Omaha (NE); On-site; 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-Team Ikigai in Omaha is seeking a part-time Customer Solutions Specialist to support clients with exceptional service and innovative financial solutions. This role offers flexible scheduling, allowing you to manage your lifestyle while being a crucial contact for clients striving for financial well-being.

The position requires excellent communication skills and proficiency in CRM systems, with a competitive pay range of $30,000 - $50,000. Join us in making financial literacy accessible to everyone!

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Exceptional verbal and written communication skills.
• Ability to work with CRM systems for basic reporting.

Responsibilities

• Act as the main contact for clients, ensuring satisfaction.
• Provide timely responses to client inquiries.
• Educate clients on financial topics and strategies.
• Design personalized financial plans for clients.
• Identify opportunities for upselling and cross-selling.

Skills

Exceptional communication skills

CRM systems proficiency (e.g., Salesforce)

Problem-solving skills

Negotiation skills

Job description

GFI-Team Ikigai in Omaha is seeking a part-time Customer Solutions Specialist to support clients with exceptional service and innovative financial solutions. This role offers flexible scheduling, allowing you to manage your lifestyle while being a crucial contact for clients striving for financial well-being.

The position requires excellent communication skills and proficiency in CRM systems, with a competitive pay range of $30,000 - $50,000. Join us in making financial literacy accessible to everyone!