Wealth Preservation Advisor - Remote

AO Globe Life - Taylre Rivas; Alaska; Remote; USD 50,000 - 70,000; Full time

Job summary

Join a dynamic team as a wealth preservation advisor in a flexible work-from-home environment. You will manage client support operations, ensuring high-quality service and fostering positive client relationships. This role offers opportunities for professional growth and collaboration within a supportive team, while providing exceptional service and support to clients.

Benefits

Flexible schedule

Ongoing training and mentorship

Performance-based compensation

Qualifications

• Strong computer skills and proficiency in using virtual communication tools.
• Ability to work well in a remote team environment.
• Prior experience in client support is preferred.

Responsibilities

• Manage client support operations remotely for timely resolution of inquiries.
• Utilize virtual tools for efficient team collaboration.
• Maintain accurate records of client interactions.

Skills

Computer skills

Communication skills

Interpersonal skills

Self-motivation

Tools

Virtual communication tools

Job description

• We’re a dynamic company committed to providing exceptional client support services.
• Embracing the virtual work environment, we offer flexibility and opportunities for growth.
• Join us and become part of a team dedicated to delivering outstanding service from the comfort of your own home.

Position Overview :

• As a wealth preservation advisor, you’ll play a vital role in ensuring our clients receive top-notch support.
• With the flexibility to work from home and a schedule tailored to your needs, you’ll utilize your computer skills and collaborate effectively with others to deliver exceptional service.

Key Responsibilities :

• Manage client support operations remotely, ensuring timely and effective resolution of inquiries and issues.
• Utilize virtual communication tools to collaborate with team members and address client needs efficiently.
• Maintain accurate records of client interactions and ensure all inquiries are handled with professionalism and care.
• Identify opportunities for process improvements and contribute to the enhancement of client support systems and procedures.
• Foster positive relationships with clients, providing personalized support and exceeding t heir expectations.

Qualifications :

• Strong computer skills and proficiency in using virtual communication tools.
• Ability to work well with others in a remote team environment, demonstrating excellent communication and interpersonal skills.
• Self-motivated and capable of working independently with minimal supervision.
• Prior experience in client support or a related field is preferred but not required.
• Commitment to Benefits :
• Work from home with a flexible schedule that allows you to balance work and personal commitments.
• Join a supportive team environment where collaboration and teamwork are valued.
• Opportunity for professional growth and development through ongoing training and mentorship.
• Competitive performance-based compensation package
• Make a meaningful impact by providing Powered by JazzHR