Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is a dynamic force at the forefront of financial empowerment, driven by a mission to eradicate financial illiteracy and uplift communities worldwide. As a Client Consultant, you'll play a pivotal role in orchestrating client relations remotely, transforming lives while advancing your career in a vibrant, flexible environment.
Responsibilities
- Serve as the essential client liaison, ensuring seamless satisfaction and engagement
- Engage with clients using your diplomatic prowessdeliver insights with precision and poise
- Empower clients by unraveling the complexities of business investments, insurance strategies, and savvy saving solutions
- Tailor bespoke financial strategies to guide clients on spending wisely, reducing debt, strategically investing, and planning retirements
- Spot and seize opportunities to heighten account value through artful upselling and cross-selling
Skills
- Must be 18+ years and a proud U.S. citizen
- Pass background checks with flying colors
- Communicate with a voice that commands and a pen that captivates
- Seal the deal with a Life Producer license within two weeks
- Navigate CRMs like Salesforce effortlessly and report with clarity
- Analyze account health with swift acuity and deliver synopses that matter
- A knack for recognizing and acting on growth-inducing opportunities
- Previous roles in customer-centric environments or leadership capacities
- Educational, coaching, military, or elite sports backgrounds add distinctive value
- An entrepreneurial spirit, self-motivation, and an innate desire to uplift others
- Naturally skilled in negotiation or solving technical conundrums with ease
Benefits
- Flexibly design your schedule for the ultimate work-life harmony
- Thrive in a completely remote setting with cutting-edge online tools and comprehensive training
- Elevate your leadership skills with endless development opportunities
Company Overview
A financial education and services firm that helps families understand money the way the wealthy do — things like how to grow it, protect it, and make it work for them instead of against them. It was founded in 2023, and is headquartered in Brentwood , MD, US, with a workforce of 11-50 employees. Its website is https://www.gfi-ikigai.com.