Virtual Client Relationship Advisor

Job Description

As a Client Relationship Advisor , you’ll connect with clients virtually and provide trusted recommendations to help them make informed decisions. You’ll be working with a proven process and a supportive team that values growth and results.

Responsibilities :

Reach out to potential clients via phone and virtual channels.

Understand client needs and offer the right solutions.

Build ongoing relationships through timely follow-up and professional communication.

Maintain detailed and accurate client information.

Participate in training sessions to refine your communication and advisory skills

Requirements

U.S. citizen.

Strong interpersonal and problem-solving skills.

Self-starter with discipline and motivation.

Benefits

Remote opportunity with flexible scheduling.

Leadership training and team support.

Uncapped commission earnings.

Requirements

Requirements : Must be a U.S. citizen. Strong communication and people skills. Self-motivated, disciplined, and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus, but not required (training is provided).