Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is focused on combating financial illiteracy and supporting personal and professional growth through online tools and training. The part-time Sales Representative manages client accounts, provides customer support, delivers financial education, develops customized financial plans, and grows account value through relationship-driven sales.
Responsibilities
- Serve as a part-time Sales Representative and key contact for clients, ensuring their total satisfaction
- Interact with clients and associates, providing timely, professional, and courteous support
- Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
- Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
- Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
- NO Cold Calling, NO Door Knocking
Skills
- • 18 years or older and a U.S. citizen
- • Pass a background check
- • Strong verbal and written communication and customer relationship management skills
- • Must have or obtain within first 2 weeks a Life Producer license
- • Familiarity with CRM systems (e.g., Salesforce) and basic reporting
- • Ability to interpret account health metrics and prepare concise summaries
- • Experience or aptitude for identifying expansion opportunities
- • Entrepreneurially-minded, self-motivated, and desire to grow and help people
- • Preferred backgrounds include customer service, leadership, and management
- • Education, coaching, military, or elite athlete backgrounds are a great fit!
- • Advanced negotiation techniques or technical troubleshooting skills may be beneficial
Benefits
- Flexible scheduling with personalized customization
- 100% remote position with comprehensive online tools and training
- Leadership development opportunities
- Advancement and earning potential based on personal goals
Company Overview