Virtual Client Advisory Consultant

FBSPL; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Performance-based earnings with bonus potential

Mentorship and leadership development opportunities

Remote flexibility with advancement potential

Job summary

A financial services company is seeking a Remote Client Guidance Specialist to help clients make informed financial decisions through virtual consultations. This full-time role emphasizes strong communication skills and self-motivation while providing mentorship opportunities in a flexible remote environment. Ideal candidates will have experience in client-facing roles and must be detail-oriented. The position offers a competitive salary, performance-based earnings, and the chance for professional growth.

Qualifications

• Previous experience in client-facing or advisory work preferred.

Responsibilities

• Conduct virtual consultations to understand client goals.
• Present program options and explain key benefits.
• Maintain accurate client records and regular follow-ups.
• Participate in mentorship and ongoing training.

Skills

Excellent verbal and written communication skills

Detail-oriented

Professional and self-motivated

Job description

A financial services company is seeking a Remote Client Guidance Specialist to help clients make informed financial decisions through virtual consultations. This full-time role emphasizes strong communication skills and self-motivation while providing mentorship opportunities in a flexible remote environment. Ideal candidates will have experience in client-facing roles and must be detail-oriented. The position offers a competitive salary, performance-based earnings, and the chance for professional growth.