Client Workflow Optimization Advisor

Job Description

This role focuses heavily on workflow efficiency and client communication management. You will guide clients through structured educational discussions, ensuring they fully understand their options and next steps. Organization is key, as you will manage detailed notes, track follow-ups, and maintain smooth communication across multiple clients simultaneously. You will also use internal training resources to provide accurate and confident recommendations that support long-term client satisfaction.

Requirements

U.S. citizen; disciplined; strong workflow management; communication-focused; remote-work experience helpful.

Benefits

Remote; flexible schedule; mentorship; uncapped 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).