Client Strategy Advisor

As a Client Strategy Advisor you will work remotely to guide families and individuals through tailored coverage options ensuring they fully understand each solutions long-term value. This role focuses heavily on consultative discussions thoughtful discovery and relationship building. Youll handle inbound client requests schedule virtual consultations analyze needs recommend personalized plans and manage ongoing communication to ensure every client receives consistent support. Youll also maintain accurate documentation proactively follow up and operate independently while adhering to professional standards.

Requirements

Must be a U.S. citizen

Strong communication and client-service orientation

Disciplined organized and effective working autonomously

Prior leadership or sales experience is beneficial

Coachable and driven to improve continuously

Benefits

Fully remote work environment

Flexible scheduling and independent workflow management

Robust training and development program

Uncapped commission-based earnings

Opportunities to advance into leadership roles

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).

Key Skills

Marketing,Data Visualization,Tableau,Customer Segmentation,Microsoft Powerpoint,Investment Banking,Strategic Planning,Financial Modeling,Customer relationship management,Management Consulting,Google Suite,Analytics

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 120431 - 160629