Client Relationship Specialist

Client Relationship Specialist – A role focused on building and sustaining client relationships while providing tailored financial solutions.

• Serve as the primary point of contact for clients, ensuring satisfaction and engagement.
• Communicate effectively, deliver insights, and provide advice on investments, insurance, and savings.
• Develop personalized financial strategies covering spending, debt reduction, investments, and retirement planning.
• Identify and pursue upsell and cross‑sell opportunities strategically.
• Manage all client interactions through CRM, documenting activities and reporting data accurately.
• Focus on strategic client engagement—no cold calling or door‑knocking required.

• Minimum age 18 and U.S. citizenship.
• Successful completion of background checks.
• Excellent verbal and written communication skills.
• Ability to complete the Life Producer license within two weeks.
• Proficiency in CRM usage and data reporting.
• Analytical aptitude for evaluating account health and generating strategic insights.
• Strong sales acumen for upselling and cross‑selling.

• Competitive salary ranging from $65,000 to $85,000 annually, with growth potential.
• Flexible schedules for a healthy work‑life balance.
• Remote work environment equipped with advanced online tools and comprehensive training.
• Leadership opportunities and a clear path for career progression.
• Part‑time position with the option to transition to full‑time.

Join GFI Ikigai and help transform financial futures for clients worldwide.