[Remote] Remote Sales Associate- PT/FT

Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is a company focused on financial literacy and personal growth, seeking a dynamic Remote Sales Associate to join their team. The role involves being the primary contact for clients, providing exceptional customer service, and crafting personalized financial plans.

Responsibilities

• Be the go-to person for clients, ensuring they're thrilled with their experience
• Engage with clients and teammates like a pro, with your signature charm and politeness
• Dazzle clients with your financial wisdom across investment, insurance, retirement, and more
• Craft personalized financial plans - think of yourself as a financial architect!
• Boost account value with your savvy upselling and cross-selling skills (without cold calls or door knocks!)

Skills

• Over 18 and a proud U.S. citizen
• Pass the background check with flying colors
• Communication skills so smooth, they rival even the finest jazz musician
• Get your Life Producer license within the first 2 weeks of starting
• Keen on CRM systems like Salesforce, you speak CRM fluently
• Bring your uncanny ability to sniff out expansion opportunities to the table
• You have a heart for customer service, leadership, and social change
• You're the adventurous, self-starter type with a desire to make waves
• You've got a background in education, sports, military, or leadership
• Bring along negotiation or technical skills

Benefits

• Flexible schedule tailored to suit your lifestyle (who doesn't love customizing their own schedule?)
• Work 100% remotely and access top-notch online tools and training
• Leadership and personal development - we grow when you grow!

Company Overview