Digital Client Engagement Specialist

Job Description

In this role, you will engage inbound clients virtually, review their needs, and provide educational guidance on personalized options. You’ll conduct scheduled consultations, assess goals, and walk clients through step-by-step recommendations. A major part of the role involves building trust quickly, delivering information clearly, and ensuring each client feels supported throughout their decision process.

You will handle digital organization, maintain structured communication logs, and prepare tailored solutions for each client interaction. Success in this role comes from balancing professionalism, empathy, and attention to detail.

Requirements

U.S. citizen; strong verbal and written communication; remote readiness; self-discipline; ability to manage follow-up and workload; experience helpful but not required..

Benefits

Fully remote; flexible hours; continual training; performance-based earnings; supportive team structure.

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).