Verified Job
Work from home
Virtual Account advisor
Work from home
#645311
Remote / WFH
Job Description
We’re seeking a driven and career-minded professional who’s ready to take initiative, help people, and grow into a rewarding long-term role as a virtual Account Advisor (Entry Level).
In this position, you’ll engage directly with clients to understand their goals, identify financial gaps, and offer practical solutions through our wide range of products and services. You’ll play an important role in building relationships and guiding individuals, families, and small businesses toward greater financial confidence.
If you’re proactive, people-focused, and looking for a career that blends service, communication, and income growth, this is a strong fit.
Qualifications
High school diploma or equivalent required; Bachelor’s degree preferred
Experience in customer service, account management, or consultative sales preferred
Strong interpersonal, presentation, and communication skills
Comfortable using Microsoft Office and digital CRM tools
Self-motivated with the ability to manage time and priorities effectively
Must have no felony convictions
Must live in the USA and have a USA work permit and be able to get licensed.
Responsibilities
Assist clients in identifying insurance and financial needs through discovery calls and meetings
Schedule and follow up with new and existing clients to ensure personalized, ongoing service
Support the onboarding and retention process with accurate documentation and attentive communication
Manage contracting, client files, and policy records to ensure compliance and smooth operations
Help promote our insurance and financial solutions through outreach and client education
Track and process policyholder claims and updates to maintain high service standards
Benefits
Unlimited Earning Potential: Competitive commissions with no cap on growth
Personal & Professional Development: Strengthen your communication, relationship-building, and consultative-selling skills
Flexible Work Schedule: Work remotely and manage your own calendar
Quality Leads Provided: Focus on building relationships, we’ll supply high-intent leads
Career Growth: Join a supportive team culture with advancement opportunities
Job Type: Full-time
Pay: $88,888.48 - $158,876.45 per year
Benefits:
Flexible schedule
Work from home
Work Location: Remote
In this position, you’ll engage directly with clients to understand their goals, identify financial gaps, and offer practical solutions through our wide range of products and services. You’ll play an important role in building relationships and guiding individuals, families, and small businesses toward greater financial confidence.
If you’re proactive, people-focused, and looking for a career that blends service, communication, and income growth, this is a strong fit.
Qualifications
High school diploma or equivalent required; Bachelor’s degree preferred
Experience in customer service, account management, or consultative sales preferred
Strong interpersonal, presentation, and communication skills
Comfortable using Microsoft Office and digital CRM tools
Self-motivated with the ability to manage time and priorities effectively
Must have no felony convictions
Must live in the USA and have a USA work permit and be able to get licensed.
Responsibilities
Assist clients in identifying insurance and financial needs through discovery calls and meetings
Schedule and follow up with new and existing clients to ensure personalized, ongoing service
Support the onboarding and retention process with accurate documentation and attentive communication
Manage contracting, client files, and policy records to ensure compliance and smooth operations
Help promote our insurance and financial solutions through outreach and client education
Track and process policyholder claims and updates to maintain high service standards
Benefits
Unlimited Earning Potential: Competitive commissions with no cap on growth
Personal & Professional Development: Strengthen your communication, relationship-building, and consultative-selling skills
Flexible Work Schedule: Work remotely and manage your own calendar
Quality Leads Provided: Focus on building relationships, we’ll supply high-intent leads
Career Growth: Join a supportive team culture with advancement opportunities
Job Type: Full-time
Pay: $88,888.48 - $158,876.45 per year
Benefits:
Flexible schedule
Work from home
Work Location: Remote
