Remote Client Advisor
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
As a Remote Client Intake Advisor your focus will be on helping new clients understand their options and complete the onboarding process. Youll conduct virtual intake meetings gather essential details present tailored recommendations and guide clients step-by-step. You will maintain accurate digital records handle follow-up communications and manage your time effectively to support multiple clients at different stages. This role is ideal for individuals who value structure communication and relationship-building.
Requirements
Must be a U.S. citizen
Strong communication and note-taking skills
Ability to follow structured workflows
Organized and independent
Experience in any client-facing role is a plus.
Benefits
Remote and flexible
Strong training foundation
Unlimited commission potential
Opportunities for advancement
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).
Company Industry
IT Services and IT Consulting
Key Skills
- Channel Marketing
- Accounting Tally
- CSS
- Corporate Risk Management
- Hibernate
- Brokerage
