Virtual Account Advisor
- Engage with new leads through calls, emails, and digital platforms
- Determine client goals and recommend the best-fit services and solutions
- Educate clients on next steps and facilitate a seamless onboarding process
- Track all outreach activity and manage follow-up communication in CRM
- Build long-term client rapport and ensure satisfaction
- High school diploma or college degree preferred
- Excellent verbal and written communication skills
- Confidence in client-facing conversations and guiding people toward decisions
- Prior experience in sales, business development, or client services a plus
- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Flexible scheduling options with the ability to work from home
- Comprehensive training and onboarding
- Opportunities for growth and advancement
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