Virtual Account Advisor

Job Description

About the Role :

We’re seeking Virtual Account Advisors to connect with clients remotely and provide education, options, and support throughout the process.

Responsibilities :

Conduct virtual consultations with clients.

Provide guidance and solution recommendations.

Maintain professional communication and client records.

Requirements

Requirements :

Must be a U.S. citizen.

Strong service and relationship skills.

Self-motivated and organized.

Benefits

Benefits :

Remote role with flexible hours.

Paid training and mentorship provided.

Performance-based earning potential.

Requirements

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).