Remote Account Advisor
New
United StatesFull-Time
SalaryUSD 70000 - 85000 / year
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Job Details
- Required Skills
- Relationship buildingCRM
Requirements
- High school diploma or college degree preferred
- Strong communication and relationship-building skills
- Comfortable working remotely and independently
- Experience in client service or sales is a plus
Responsibilities
- Engage with new and prospective clients through outreach and follow-ups
- Understand each client’s financial goals and decision-making process
- Recommend solutions that align with their needs
- Guide clients through onboarding and product implementation
- Maintain accurate records in CRM tools
- Support clients with regular check-ins and ongoing service
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