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Remote Client Success Advisor

Remote Client Success Advisor

The Blue Haven LifeDallas, TX, us
1 day ago
Job type
  • Full-time
  • Remote
  • Quick Apply
Job description

Job Description

In this role, you will serve as a trusted guide for clients seeking clarity and direction in the solutions available to them. You will conduct virtual consultations, ask discovery-driven questions, and help clients break down complex information into understandable steps. A major part of your role will involve consistent follow-up, ensuring that every client feels supported and valued throughout the entire process. You will maintain structured documentation, manage multiple conversations simultaneously, and use a consultative approach to provide an exceptional experience. You will also be responsible for proactively identifying client needs, offering guidance that is educational rather than scripted, and maintaining high standards of professionalism always.

Requirements

U.S. citizen; strong interpersonal and communication skills; organized and detail-oriented; ability to work independently; self-driven and coachable; prior customer service or sales experience preferred.

Benefits

Remote flexibility; structured onboarding; advanced mentorship; high-growth potential; uncapped commissions.

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).

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Client Advisor • Dallas, TX, us

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