Remote Part-Time Client Services Specialist — Financial Literacy

About GFI Ikigai

GFI Ikigai is on a mission to combat financial illiteracy and make a positive impact on communities worldwide. Our commitment to excellence is evident in the online tools and in-house training we provide for personal and professional growth. We support multiple career paths, making financial independence accessible to all.

Join GFI Ikigai as a Client Services Representative on a part‑time basis. This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship‑driven support. This opportunity is perfect if you are passionate about assisting others and making a meaningful difference.

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Leadership development opportunities
• Competitive compensation ($65,000 - $80,000 part‑time), with room for personal advancement and earning based on goals

• Act as the key contact point for clients, ensuring total satisfaction in a part‑time role
• Provide timely, professional, and courteous support to clients and associates
• Educate clients on financial topics including business, investment, insurance protection, retirement, savings, and estate planning
• Assist clients in developing customized financial plans, guiding them through budgeting, debt reduction, investing, and retirement planning
• Drive growth of account value through upselling and cross‑selling opportunities while maintaining high levels of client satisfaction

• 18 years or older and a U.S. citizen
• Completion and passing of a background check
• Strong verbal and written communication, with excellent customer relationship management skills
• Must acquire or have a Life Producer license within the first two weeks
• Familiarity with CRM systems (e.g., Salesforce) and basic reporting skills
• Analytical ability to interpret account health metrics and prepare concise summaries
• Experience in identifying expansion opportunities

• Backgrounds in customer service, leadership, and management are preferred
• Experience in education, coaching, military, or elite athletic background is valuable
• Self‑motivated and entrepreneurially‑minded with the desire to grow and assist others
• Advanced negotiation techniques or technical troubleshooting skills can be advantageous

Join our team as a part‑time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone. We look forward to receiving your application and exploring how we can achieve outstanding results together!