Virtual Account Advisor

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

📋 Description

• Connect with potential leads via phone calls, emails, and online platforms

• Assess client objectives and propose the most suitable services and solutions

• Guide clients on the subsequent steps and ensure a smooth onboarding experience

• Record all outreach efforts and oversee follow-up communications within the CRM

• Foster lasting relationships with clients and guarantee their satisfaction

⛳️ Requirements

• Preferred: High school diploma or college degree

• Outstanding verbal and written communication abilities

• Comfortable in client-facing discussions and adept at guiding individuals towards decisions

• Experience in sales, business development, or client services is advantageous

🏝️ Benefits

• Competitive base salary complemented by performance-driven bonuses and incentives

• Extensive benefits package that includes medical, dental, vision, 401k, and paid time off

• Flexible scheduling with opportunities for remote work

• Thorough training and onboarding process

• Opportunities for career growth and advancement