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Benefits Representative- Part TimeGFI Team Ikigai • Rio Rancho, New Mexico, United States
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Benefits Representative- Part Time

GFI Team Ikigai
  • US
    Rio Rancho, New Mexico, United States
  • US
    Rio Rancho, New Mexico, United States
Find similar jobs

About

About the Position: Benefits Representative We are seeking a driven and ambitious individual to join our team as a Benefits Representative. As a vital part of our team, the Benefits Representative will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you!
Benefits
Flexible scheduling with personalized customization
100% remote position with comprehensive online tools and training
Leadership development opportunities
Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals
Daily 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
Requirements of the Sales Representative Role
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
Additional Qualifications
Preferred backgrounds include customer service, leadership, and management
Education, coaching, military, or elite athlete backgrounds are a great fit, but not required!
Entrepreneurially-minded, self-motivated, and desire to grow and help people
Advanced negotiation techniques or technical troubleshooting skills may be beneficial
We look forward to reviewing your application and exploring how we can achieve great results together!
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  • Rio Rancho, New Mexico, United States

Languages

  • English
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