Account Advisor

Account AdvisorAbout the Role:We’re hiring Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and work flexibility.Core ResponsibilitiesEngage with new and prospective clients through outreach and follow-upsUnderstand each client’s financial goals and decision-making processRecommend solutions that align with their needsGuide clients through onboarding and product implementationMaintain accurate records in CRM toolsSupport clients with regular check-ins and ongoing serviceQualificationsHigh school diploma or college degree preferredStrong communication and relationship-building skillsComfortable working independentlyExperience in client service or sales is a plus but not requiredWhat We OfferCompetitive base salary plus performance-based bonuses and incentives.Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.Flexible work-from-home scheduleAdvancement opportunities with a growing companyA collaborative, mission-driven team environmentPowered by JazzHRxTbPI4SzMH