Remote Client Account Advisor

What This Role Is This role suits someone who has already spent time on the phone with customers. Booked conversations fill the morning, and paperwork wraps up the afternoon. You review life and health plans with those inquiring, help each family choose one, and finish the application together. Advisors who build repeat relationships with the households they serve do best. Steady call volume is the daily reality, so weigh that honestly. Experienced hands get faster onboarding, a senior mentor, and performance based pay, so your results show up directly in what you earn, with strong months rewarded. Day to Day * Review earlier notes before dialing so conversations pick up smoothly. * Email a plain summary when someone wants something in writing. * Guide each enrollment step by step until it finishes. * Let households know where their application stands after submission. * Bring unusual situations to your team lead right away. * Work your daily list from oldest request to newest. Qualifications * A dedicated desk space that stays free of interruptions. * Neat handwriting is optional, but tidy digital records matter. * Ambitious about growing into more responsibility over time. * Able to follow a process without cutting corners. * Kind toward people who change their minds twice. * Confident enough to guide a conversation gently forward. What's Offered * Clear expectations written down, so surprises stay rare. * Fresh requests land in your queue every single morning. * Recognition and rewards when a strong month happens. * Steady volume year round, not just during busy seasons. * A reference library covering every plan we offer families. * Colleagues who celebrate wins instead of competing against you. Pay: $80,000.00 - $105,000.00 per year Benefits: * Flexible schedule * Work from home Work Location: Remote