Work from home as a Client Advisor, guiding qualified-interest conversations through needs assessment, option education, and relationship follow-up.
This virtual consultant role supports clients from the first meeting onward. You will assess needs, teach options, and remain connected after consultations. Administrative responsibilities include documenting notes, scheduling appointments, and maintaining CRM hygiene while using the current technology stack.
Key Responsibilities:
- Guide clients through virtual needs assessments
- Explain options clearly during consultations
- Continue client relationships after first meetings
- Schedule appointments and document consultation notes
- Maintain clean, accurate CRM records
Requirements:
- Drive to perform in client-facing conversations
- Willingness to learn through full training
- Dependable handling of administrative responsibilities
- Comfort with competition and performance-based advancement
- Comfort using a camera for virtual meetings
Bring dependable consultation, relationship management, and administrative skills to this work-from-home client advisory role.
Work From Home Client Advisor employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
