## Job Summary
We are seeking a Client Consultant to join our team. The ideal candidate will be great with people and communication, a good problem solver, and eager to learn and further their career. Agents are responsible for sourcing and helping clients with their financial goals, providing exceptional recommendations, and working with many of the largest financial institutions in the United States.
## Responsibilities
- Serve as the main point of contact for clients, addressing inquiries and issues promptly
- Collaborate with the sales team to identify opportunities for growth within existing accounts
- Utilize Salesforce or similar CRM software to track client interactions and manage accounts effectively
- Analyze market trends and client data to provide insights and recommendations
- Assist in project management tasks related to client initiatives
- Communicate with clients to ensure satisfaction and retention
## Experience
- Client services and customer service skills
- Excellent communication skills
- Detailed and organized
- Ability to work independently and remotely
- Familiarity with Zoom
- Proven track record in account management and customer relationship management
- Excellent sales skills with a focus on building long-term client partnerships
## Preferred Qualifications
- Active Life and Health License
Job Types: Full-time, Part-time
Pay: $3,000.00 - $7,000.00 per month
Expected hours: 15 – 40 per week
Experience:
- Customer service: 2 years (Required)
Work Location: Remote
