[Remote] Remote Client Consultant

Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is a dynamic force at the forefront of financial empowerment, driven by a mission to eradicate financial illiteracy and uplift communities worldwide. As a Client Consultant, you'll play a pivotal role in orchestrating client relations remotely, transforming lives while advancing your career in a flexible environment.ResponsibilitiesServe as the essential client liaison, ensuring seamless satisfaction and engagementEngage with clients using your diplomatic prowessdeliver insights with precision and poiseEmpower clients by unraveling the complexities of business investments, insurance strategies, and savvy saving solutionsTailor bespoke financial strategies to guide clients on spending wisely, reducing debt, strategically investing, and planning retirementsSpot and seize opportunities to heighten account value through artful upselling and cross-sellingSkillsMust be 18+ years and a proud U.S. citizenPass background checks with flying colorsCommunicate with a voice that commands and a pen that captivatesSeal the deal with a Life Producer license within two weeksNavigate CRMs like Salesforce effortlessly and report with clarityAnalyze account health with swift acuity and deliver synopses that matterA knack for recognizing and acting on growth-inducing opportunitiesPrevious roles in customer-centric environments or leadership capacitiesEducational, coaching, military, or elite sports backgrounds add distinctive valueAn entrepreneurial spirit, self-motivation, and an innate desire to uplift othersNaturally skilled in negotiation or solving technical conundrums with easeBenefitsFlexibly design your schedule for the ultimate work-life harmonyThrive in a completely remote setting with cutting-edge online tools and comprehensive trainingElevate your leadership skills with endless development opportunitiesCompany OverviewA 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.