Remote Account Advisor

Core Responsibilities

• Engage with new and prospective clients through outreach and follow-ups
• Understand each client’s financial goals and decision-making process
• Recommend solutions that align with their needs
• Guide clients through onboarding and product implementation
• Maintain accurate records in CRM tools
• Support clients with regular check-ins and ongoing service

Qualifications

• A high school diploma or college degree preferred
• Strong communication and relationship-building skills
• Comfortable working remotely and independently
• Experience in client service or sales is a plus but not required