As a Client Strategy Advisor you will lead virtual consultations to uncover client needs and guide them through personalized solutions. You will maintain communication pipelines perform client follow-ups and ensure every step of the process is handled with care and precision. Your role includes documenting client interactions structuring recommendations and delivering a smooth well-organized experience for every individual you support.
You will also collaborate with internal teams to remain aligned with best practices receive mentorship and continue developing your communication and problem-solving skills.
Requirements
U.S. citizen; coachable; excellent communicator; organized; self-driven; previous client experience a bonus.
Benefits
Remote environment; leadership pathways; structured education; uncapped earnings; flexible work design.
Required Skills:
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).
As a Client Strategy Advisor you will lead virtual consultations to uncover client needs and guide them through personalized solutions. You will maintain communication pipelines perform client follow-ups and ensure every step of the process is handled with care and precision. Your role includes docu...
As a Client Strategy Advisor you will lead virtual consultations to uncover client needs and guide them through personalized solutions. You will maintain communication pipelines perform client follow-ups and ensure every step of the process is handled with care and precision. Your role includes documenting client interactions structuring recommendations and delivering a smooth well-organized experience for every individual you support.
You will also collaborate with internal teams to remain aligned with best practices receive mentorship and continue developing your communication and problem-solving skills.
Requirements
U.S. citizen; coachable; excellent communicator; organized; self-driven; previous client experience a bonus.
Benefits
Remote environment; leadership pathways; structured education; uncapped earnings; flexible work design.
Required Skills:
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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