Client Advisory Coordinator (Remote)
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
The Client Advisory Coordinator helps families and individuals navigate available protection options. You will manage inbound interest conduct virtual consultations gather information recommend solutions and maintain communication through each stage. This role calls for a highly organized individual capable of balancing multiple conversations taking detailed notes and keeping clients informed. Youll also be responsible for proactive follow-ups and ensuring clarity in all client interactions.
Requirements
Must be a U.S. citizen
Excellent communication and listening abilities
Organized and self-driven
Comfortable working independently
Experience in client service or sales is beneficial
Benefits
Fully remote role
Ongoing mentorship and coaching
Flexible scheduling
High commission potential
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
- Business Development
- Business Continuity Planning
- Cruise
- ABB
- E Learning
- Archicad
