Senior Client Advisor

Job Description

Senior Client Advisor

Summary

As a Senior Client Advisor in the Financial Services industry, you will play a pivotal role in guiding clients through their financial protection journey. Your expertise will be crucial in providing strategic advice and personalized solutions to meet clients' needs. This role requires a deep understanding of financial products and services, coupled with the ability to build and maintain strong client relationships. Your contributions will directly impact client satisfaction and the overall success of the organization.  This is a 1099 - 100% Commission opportunity to earn what you KNOW you are worth.

Responsibilities

• Provide personalized solutions to clients.
• Build and maintain strong, long-term relationships with clients.
• Analyze clients' financial situations and recommend appropriate products and services.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Act as a mentor and leader within the team, promoting a culture of servant leadership.
• Continuously seek opportunities for professional development and improvement.

Requirements

Requirements :

Benefits

Requirements

Requirements : 1-3 years of experience in customer service or sales Computer literacy and proficiency in Microsoft Office Self-motivated and able to work independently Entrepreneurial mindset with a drive to succeed Excellent customer service skills and professionalism Strong work ethic Excellent listening skills Servant mindset Salary : $60,000 - $145,000