Account Advisor

Jobtailor; Jacksonville (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor is seeking a customer-facing professional in Jacksonville to connect with individuals exploring financial services, guide them through discovery, and tailor solutions to personal or business goals.

You will engage leads via calls, emails, and digital platforms, educate clients on next steps, and manage follow-up in CRM, building lasting rapport and ensuring satisfaction throughout onboarding.

Qualifications

• 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.

Responsibilities

• Connect with individuals exploring financial services.
• Guide clients through the discovery process.
• Recommend tailored solutions that support personal or business goals.
• Engage with new leads through calls, emails, and digital platforms.
• 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.

Skills

Verbal communication

Written communication

Client-facing skills

Guiding decisions

Client rapport

Client satisfaction

Education

High school diploma

College degree

Job description

Responsibilities

• Connect with individuals exploring financial services.
• Guide clients through the discovery process.
• Recommend tailored solutions that support personal or business goals.
• Engage with new leads through calls, emails, and digital platforms.
• 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.

Requirements

• 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.

Soft Skills

• verbal communication
• written communication
• client-facing skills
• guiding decisions
• client rapport
• client satisfaction

Certifications & Qualifications

• high school diploma
• college degree