GFI Team Ikigai
11 - 50 employés
Fondée en 2023
💸 Finance
📚 Éducation
Finance • Education
GFI Team Ikigai est une société d'éducation et de services financiers (sous la marque Global Financial Impact) qui aide les familles à comprendre l'argent comme le font les plus fortunés : comment le faire fructifier, le protéger et le mettre à leur service. L'organisation souligne que ses services sont gratuits, sans exigence d'investissement minimum, et s'articule autour du concept "Ikigai" de la fondatrice Tracy—l'alignement de la mission, la passion, la profession et la vocation. Elle propose des services d'éducation financière et de conseil destinés aux familles et aux consommateurs.
Client Specialist
🕒 il y a 25 jours
🇺🇸 États-Unis – Télétravail
💵 $65 000 - $85 000 / an
⏱ Temps Partiel
🟡 Intermédiaire
🟠 Senior
👻 Score fantôme 0%
🗣️🇺🇸🇬🇧 Anglais requis
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GFI Team Ikigai
11 - 50 employés
Fondée en 2023
💸 Finance
📚 Éducation
Finance • Education
GFI Team Ikigai est une société d'éducation et de services financiers (sous la marque Global Financial Impact) qui aide les familles à comprendre l'argent comme le font les plus fortunés : comment le faire fructifier, le protéger et le mettre à leur service. L'organisation souligne que ses services sont gratuits, sans exigence d'investissement minimum, et s'articule autour du concept "Ikigai" de la fondatrice Tracy—l'alignement de la mission, la passion, la profession et la vocation. Elle propose des services d'éducation financière et de conseil destinés aux familles et aux consommateurs.
Description
• Serve as a key contact and liaison for clients to ensure their total satisfaction • Interact with clients & associates providing support needed in a timely, professional and courteous manner • Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning • Help clients develop customized financial plans that fit their unique needs and goals • Provide expert advice on improving financial situations, budgeting, debt reduction, investing, and retirement planning • Collaborate with a team of like-minded individuals who share a passion for making a difference
🎯 Exigences
• Customer service, leadership and management backgrounds are preferred • Must pass a background check • 18 Years or older • U.S. citizen • Entrepreneurially-minded + self-motivated • Education/Coaching/Military/Elite Athlete backgrounds are a great fit!
🏖️ Avantages
• Training/Coaching included • Personally customized scheduling • Leadership development
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