Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is dedicated to transforming financial literacy into a movement that uplifts communities. They are seeking a Customer Success Specialist who will manage client relationships and ensure excellent service delivery, while empowering clients to meet their financial goals.
Responsibilities
- Act as a dedicated contact for clients, championing their needs and satisfaction
- Foster clear and effective communication both internally and with clients
- Educate and empower clients on critical financial topics, including insurance and retirement planning
- Customize financial solutions to align with each client's unique challenges and aspirations
- Proactively seek and implement strategic upsell and cross-sell opportunities, enhancing the value delivered to clients
Skills
- Must be 18+ years and legally eligible to work in the U.S
- Successfully pass a thorough background check
- Exceptional verbal and written communication skills
- Proficiency in CRM systems like Salesforce, with the ability to generate insightful reports
- A keen eye for recognizing opportunities for growth and enhancement in client portfolios
- Willingness to obtain a Life Producer license shortly after onboarding
- A background in customer service, leadership, or management is highly beneficial
- Experience or familiarity with educational, coaching, military, or athletic sectors valued
- An entrepreneurial mindset with a steadfast dedication to client success
- Advanced negotiation and technical problem-solving skills are a plus
Benefits
- Flexible work schedule that respects your lifestyle.
- Engage fully with remote work, utilizing state-of-the-art online tools.
- Growth pathways are available to propel your leadership journey.
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.