This role involves delivering strategic consultations to clients through virtual meetings helping them evaluate personalized solutions based on their goals and needs. Youll research client details identify the best fit options and articulate recommendations in a clear structured manner.
You will also manage follow-up sequences update client files maintain a smooth workflow and ensure no detail is overlooked. The role is well-suited for individuals who enjoy meaningful conversations and can translate complex information into simple actionable guidance.
U.S. citizen; articulate communicator; problem solver; detail-oriented; self-motivated; remote-ready.
Fully virtual; flexible work schedule; comprehensive training; competitive commission system; advancement opportunities.
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).
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