Client Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Make outbound calls and address incoming client inquiries.

• Perform needs assessments to identify personal or business goals.

• Suggest suitable services based on client needs.

• Assist clients throughout the onboarding experience.

• Oversee follow-up communications and relationship-building efforts.

• Keep precise records in the CRM and maintain activity logs.

⛳️ Requirements

• High school diploma or college degree preferred.

• Excellent communication and interpersonal abilities.

• Capacity to quickly establish rapport and steer discussions toward a definitive next step.

• Self-driven and well-organized.

• Comfortable with remote work.

• Prior experience in sales, business development, or client services is advantageous.

🏝️ Benefits

• Competitive base salary.

• Performance-driven bonuses and incentives.

• Comprehensive benefits package, including medical, dental, vision, and 401k.

• Paid time off.

• Fully remote work environment.

• Flexible scheduling options.

• Opportunities for advancement and professional growth.

• Supportive and collaborative remote culture.