As a Virtual Client Impact Advisor you will connect with clients through scheduled consultations assess their goals and present structured recommendations tailored to their needs. You will handle inbound inquiries conduct professional virtual presentations and maintain detailed documentation of each client interaction. This role requires you to blend empathy with strategic insight ensuring clients feel understood and supported at every stage of the process.
You will also manage your digital pipeline prioritize follow-up sequences and maintain exceptional communication standards that strengthen long-term client relationships.
Requirements
U.S. citizen; excellent communicator; organized; self-guided; prior customer-facing experience helpful.
Benefits
Remote role; flexible hours; structured training; mentorship; commission-based earnings.
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 Virtual Client Impact Advisor you will connect with clients through scheduled consultations assess their goals and present structured recommendations tailored to their needs. You will handle inbound inquiries conduct professional virtual presentations and maintain detailed documentation of each...
As a Virtual Client Impact Advisor you will connect with clients through scheduled consultations assess their goals and present structured recommendations tailored to their needs. You will handle inbound inquiries conduct professional virtual presentations and maintain detailed documentation of each client interaction. This role requires you to blend empathy with strategic insight ensuring clients feel understood and supported at every stage of the process.
You will also manage your digital pipeline prioritize follow-up sequences and maintain exceptional communication standards that strengthen long-term client relationships.
Requirements
U.S. citizen; excellent communicator; organized; self-guided; prior customer-facing experience helpful.
Benefits
Remote role; flexible hours; structured training; mentorship; commission-based earnings.
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).
View more
View less