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Client advisor Jobs in Mesa, AZ

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Client advisor • mesa az

Last updated: 1 day ago

Client Sales Advisor

Stratford DavisMesa, AZ, us
Full-time
Quick Apply

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career.This opportunity allows you to work from home wh... Show more

Part Time Retail Senior Client Advisor

James Perse Los AngelesScottsdale, AZ, US
Part-time
Quick Apply

JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR SCOTTSDALE ARIZONA LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives... Show more

Block Advisor Tax Advisor

H&R BlockMesa, AZ, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more

Loan Advisor

DriveTime Automotive GroupMesa, AZ, United States
Full-time +1

DriveTime Family of Brands includes in-house financing and servicing through Bridgecrest, which is one of the country's leading financial servicing providers.Bridgecrest services roughly $25+ billi... Show more

Work From Home - Client Benefits Advisor

AOGarciaGilbert, AZ, United States
Full-time

If you're driven but stuck in a system that rewards time instead of performance, it's time to rethink things.This opportunity is for individuals who want to take ownership of their income and growt... Show more

Work From Home - Client Benefits Advisor

Global Elite TexasGilbert, Arizona, United States, 85233
Remote
Full-time

Work From Home - Client Benefits Advisor.This might be what you’ve been looking for.Seeking individuals who are ready to take control of their schedule and income by helping clients who have alread... Show more

J.P. Morgan Wealth Management Private Client Advisor - Scottsdale, AZ

JPMorgan ChaseChandler, AZ, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Client Educator

Serenity HealthcareGilbert, AZ, United States
Full-time

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs and ... Show more

Client Rep

Queen City PromotionsTempe, AZ, US
Full-time
Quick Apply

Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it?  Join our team a... Show more

Client Analyst

Oliver Wyman, LLCScottsdale, AZ, United States
Full-time

Position Overview The Client Analyst position assists Sales Executives, Client Executives and Client Managers with all aspects of servicing and preparing client proposals and to assist with communi... Show more

Client Accountant

Cushman & WakefieldTempe, AZ, United States
$51,000.00 yearly
Full-time

Responsible for the performance of cash and accrual management functions, general ledger accounting, and financial reporting.Use established accounting principles to work under limited supervision ... Show more

Client Advocate

Serenity Mental Health CentersTempe, AZ, US
$13.00 hourly
Full-time
Quick Apply

Serenity is growing its client-facing team and we're looking for a Client Advocate who knows how to make people feel informed, confident in the decisions they're ... Show more

J.P. Morgan Wealth Management Private Client Advisor - Gilbert, AZ

ChaseGilbert, AZ, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Client Analyst

Mercer FranceScottsdale, AZ, United States
Full-time

Position Overview The Client Analyst position assists Sales Executives, Client Executives and Client Managers with all aspects of servicing and preparing client proposals and to assist with communi... Show more

Client Analyst

Marsh & McLennanScottsdale, AZ, United States
Full-time

The Client Analyst position assists Sales Executives, Client Executives and Client Managers with all aspects of servicing and preparing client proposals and to assist with communication materials s... Show more

AB Client Transition Advisor

Western Alliance BancorporationChandler, AZ, United States
Full-time

As a Client Transition Advisor you'll be responsible for product sales support and data entry related to onboarding new clients and account transition of existing clients.Responsible to deliver ini... Show more

AB Client Transition Advisor

Western Alliance BankChandler, AZ
Full-time

As a Client Transition Advisor, you'll be responsible for product sales support and data entry related to onboarding new clients and account transition of existing clients.Responsible to deliver in... Show more

Client Advocate

Digital Air StrikeScottsdale, AZ, United States
Full-time

Join DAS Technology, a pioneering SaaS company revolutionizing consumer engagement through cutting-edge digital technology.As the force behind the automotive industry's first next-level Consumer Da... Show more

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Client Sales Advisor

Client Sales Advisor

Stratford DavisMesa, AZ, us
18 days ago
Job type
  • Full-time
  • Quick Apply
Job description
Job Description
We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home while helping clients make important decisions about their financial protection and long-term goals.

Whether you are new to sales or bringing prior experience, you will receive structured training, mentorship, and access to proven systems designed to help you succeed.

Key Responsibilities:
  • Work with warm, pre-qualified leads who have already expressed interest
  • Conduct virtual consultations via phone or video to understand client needs
  • Present personalized solutions including life insurance, IULs, and annuities
  • Educate clients on financial protection and wealth-building strategies
  • Build trust and guide clients through their decision-making process
  • Manage the entire sales lifecycle from first contact through closing
  • Maintain detailed client records using CRM platforms
  • Follow up consistently to ensure satisfaction and generate referrals
  • Meet or exceed sales goals and performance benchmarks
  • Participate in ongoing training and coaching sessions
Requirements:
  • Strong verbal and written communication skills
  • Ability to build rapport and influence decisions ethically
  • Self-motivated with a goal-oriented mindset
  • Comfortable working independently in a remote environment
  • Willingness to obtain insurance licensing if needed
  • Basic technical proficiency and organizational skills

Benefits:
  • Flexible Weekly Commitment: Operate on a 3–4 day workweek designed for productivity and balance.
  • Warm Lead Access: Focus on conversions with ready-to-engage, pre-screened contacts.
  • Uncapped commission-based earning potential
  • Comprehensive Learning: Receive free access to structured training and live assistance.
  • Best-in-Class Tools: Leverage industry-leading sales software at no cost.
  • Expert Coaching: Get consistent mentorship from top-performing leaders.
  • Global Travel Perks: Earn annual international trips fully covered by the company.
Start your fulfilling sales career with us and take the first step on your journey today!



Requirements
Strong communication and relationship-building skills Self-driven and comfortable working independently Organized, dependable, and consistent with follow-up Goal-oriented with a passion for helping others Comfortable communicating with clients virtually and over the phone Interest in benefits, client service, and long-term professional development Willingness to obtain or maintain any necessary licenses or certifications