Consultant

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

📋 Description

• Initiate outbound calls, emails, and messages to prospective clients.

• Respond promptly to incoming inquiries and assist clients with initial questions.

• Engage in discussions to identify client needs and objectives.

• Clearly articulate service offerings and propose next steps.

• Schedule follow-up calls or connect clients with appropriate team members.

• Record interactions and maintain precise notes in the CRM.

• Act as a primary point of contact for potential clients.

• Assist clients in finding financial solutions that align with their personal or business objectives.

⛳️ Requirements

• High school diploma is required; a college degree is preferred.

• A confident and friendly communicator who excels in a client-facing environment.

• Well-organized and comfortable working remotely.

• A people-centric approach with strong listening and follow-up abilities.

• Previous experience in sales, appointment setting, or a client-facing role is advantageous.

🏝️ Benefits

• Competitive base salary along with performance-based bonuses and incentives.

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

• Flexibility paired with structured support.

• Opportunities for career advancement within a growing company.

• A team culture that prioritizes professionalism and performance.