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4 Client Advisor Jobs

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Pierre Strand
Houston, TX | Full Time
$67k-91k (estimate)
2 Months Ago
Spieldenner Financial Group
American Fork, UT | Full Time
$50k-65k (estimate)
2 Months Ago
Spieldenner Financial Group
Janesville, WI | Full Time
$53k-69k (estimate)
2 Months Ago
Spieldenner Financial Group
Boonesborough, KY | Full Time
$51k-67k (estimate)
2 Months Ago
Client Advisor
Pierre Strand Houston, TX
$67k-91k (estimate)
Full Time 2 Months Ago
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Pierre Strand is Hiring a Remote Client Advisor

Are you ready to take the next step in your career, blending the best of sales and client service? Look no further! We're on the lookout for passionate and motivated individuals to join our dynamic team as Client Advisor, leading our sales effort. Get ready to unlock your full earning potential while enjoying a fulfilling and rewarding career path.

As a Client Advisor, your responsibilities encompasses mainly sales and exceptional client service:

- Engage warm leads and potential clients through various channels.

- Cultivate and nurture strong relationships with our valued clients.

- Demonstrate a deep understanding of our products and services when interacting with potential clients.

- Effectively convey the value proposition to prospective customers.

- Seal the deal and meet monthly/quarterly sales targets.

- Maintain accurate records of sales activities and client information.

So, what's in store for you as a  Client Advisor at our organization?

- No previous sales experience required – we provide comprehensive training to equip you for success.

- Say goodbye to income limitations; our uncapped commission structure in this 1099 position allows you to reap the rewards of your dedication.

- Work from the comfort of your own home with a fully remote position, offering flexibility in your work hours.

- No need for cold calling – we handle appointment setting, allowing you to concentrate on closing deals and achieving your full potential.

Are you excited to embrace a new challenge and embark on a journey towards success in the world of sales? If so, seize this opportunity and apply today!

Job Summary

JOB TYPE

Full Time

SALARY

$67k-91k (estimate)

POST DATE

03/21/2024

EXPIRATION DATE

04/28/2024

Show more

Pierre Strand
Remote | Full Time
$80k-107k (estimate)
1 Day Ago
Pierre Strand
Remote | Full Time
$89k-117k (estimate)
1 Day Ago
Pierre Strand
Full Time
$91k-124k (estimate)
1 Day Ago

The job skills required for Client Advisor include Client Service, Products and Services, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Advisor positions, which can be used as a reference in future career path planning. As a Client Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Advisor. You can explore the career advancement for a Client Advisor below and select your interested title to get hiring information.

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If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Advisor job description and responsibilities

Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.

01/23/2022: Springfield, OH

Advisors do meeting with prospective new clients to earn the right to give them advice.

02/06/2022: Greenville, SC

Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.

02/18/2022: Knoxville, TN

Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.

02/13/2022: El Paso, TX

Ability to build relationships with client teams and key stakeholders.

03/25/2022: Houston, TX

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Advisor jobs

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

02/05/2022: Peoria, IL

Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.

03/07/2022: Dallas, TX

Financial advisors need client relationship skills to attract new clients and retain the clients they already have.

02/26/2022: Billings, MT

Providing excellent customer service and developed long-standing client relationships with repeat business.

01/25/2022: Carson City, NV

Client advisots must be excellent communicators capable of leading a team.

03/06/2022: Stockton, CA

Step 3: View the best colleges and universities for Client Advisor.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College