As a Senior Customer Success Advisor you will provide consultative support to clients seeking long-term financial protection solutions. This position involves guiding clients end-to-end from their initial inquiry through education plan selection and ongoing support. You will analyze goals recommend tailored solutions ensure compliance maintain communication records and execute strategic follow-ups. This senior-level advisory role is ideal for individuals experienced in leadership customer-facing roles or strategic operations.
Requirements
Must be a U.S. citizen
Strong communication and analytical skills
Comfortable leading conversations and driving outcomes
Experience in management sales or customer success preferred
High level of professionalism and discipline
Benefits
100% remote work setup
Leadership-focused development programs
Flexible scheduling
Unlimited commission potential
Ability to mentor newer advisors if desired
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 Senior Customer Success Advisor you will provide consultative support to clients seeking long-term financial protection solutions. This position involves guiding clients end-to-end from their initial inquiry through education plan selection and ongoing support. You will analyze goals recommend...
As a Senior Customer Success Advisor you will provide consultative support to clients seeking long-term financial protection solutions. This position involves guiding clients end-to-end from their initial inquiry through education plan selection and ongoing support. You will analyze goals recommend tailored solutions ensure compliance maintain communication records and execute strategic follow-ups. This senior-level advisory role is ideal for individuals experienced in leadership customer-facing roles or strategic operations.
Requirements
Must be a U.S. citizen
Strong communication and analytical skills
Comfortable leading conversations and driving outcomes
Experience in management sales or customer success preferred
High level of professionalism and discipline
Benefits
100% remote work setup
Leadership-focused development programs
Flexible scheduling
Unlimited commission potential
Ability to mentor newer advisors if desired
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