Customer Success Advisor

About Us For over 70 years, we’ve been helping middle-class families protect their financial futures through tailored solutions. In 2024, client demand increased by 40%, creating an exciting opportunity for driven individuals to join our team. About the Role We’re looking for passionate individuals with strong communication skills to guide families in selecting products and services that provide long-term financial security. This is a remote, full-time role with unlimited earning potential for those willing to put in the work. What You’ll Be Doing Building Relationships : Engage with families to understand their unique needs and provide customized financial solutions. Leveraging Technology : Use industry-leading tools to manage client relationships and streamline your work. Providing Education : Help clients understand their options and make informed decisions for their families’ futures. Achieving Goals : Meet personal and team performance targets to unlock bonuses and career growth opportunities. Who We’re Looking For Strong Communicators : You excel at connecting with people and explaining complex concepts in simple terms. Customer-Focused : A background in customer service or sales is preferred but not required. Tech-Savvy : Comfortable using technology to manage workflows and communicate with clients. Motivated Self-Starters : You’re eager to learn, work hard, and achieve your financial goals. Why Join Us? Unlimited earning potential : The harder you work, the more you earn, with no cap on your income. Bonuses : Enjoy the World’s Greatest Bonus, designer goods, and company-paid trips. Fast-track to Management : Meet your goals and advance your career quickly. Supportive Culture : We provide company leads and mentorship every step of the way. Take control of your financial future while helping others secure theirs. Apply today!   Powered by JazzHR