Remote Account Advisor – Personal & Business Finance

A financial services company is seeking Virtual Account Advisors to connect with individuals exploring financial services and recommend tailored solutions. In this role, you will engage with new leads, track outreach activity in CRM, and educate clients through the onboarding process. Qualifications include excellent communication skills and confidence in client-facing conversations. The position offers a competitive salary, performance-based bonuses, and options for flexible scheduling with work-from-home opportunities. #J-18808-Ljbffr