Talent.com
Client Success Advisor
Client Success AdvisorBrewer Agency • Jeffersonville, IN, US
[error_messages.no_longer_accepting]
Client Success Advisor

Client Success Advisor

Brewer Agency • Jeffersonville, IN, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.permanent]
[job_card.job_description]

Job Description

Job Description

Why Choose The Tyler Brewer Agency?

  • Unlimited Earnings Potential : First year agents average $50,000-$75,000 / year, with top performers reaching $100,000 in their first year. This is fully commission / 1099 position.
  • Ultimate Flexibility : Work remotely from anywhere, set your own schedule, and enjoy a true work-life balance
  • Proven Success System : Comprehensive training, mentorship, and tools to help you succeed from day one
  • Empowering Culture : At The Tyler Brewer Agency, we empower individuals to achieve their financial goals while enjoying the freedom and flexibility they deserve. We're a leading firm known for our client-centric approach, cutting-edge technology, and supportive team environment. We're a supportive community of professionals committed to helping clients secure their futures. Our team is dedicated to creating a supportive environment where everyone can find success and growth. We are motivated individuals with a gritty business-like mentality.

About the Role :

As a Client Success Advisor, you'll build relationships with clients, educate them, and provide exceptional customer service. You will be integral in helping clients find solutions while meeting their unique needs while working in a supportive, collaborative remote work environment. We're looking for individuals interested in leadership roles within our agency. This is an ideal role for someone who genuinely cares for others, has exceptional communication skills, and is committed to upholding the highest standards of integrity.

Your Responsibilities :

  • Client Engagement : Build strong relationships with clients, understand their needs, and provide tailored solutions.
  • Education : Educate clients on options and help them make informed decisions that best protect their loved ones.
  • Customer Service : Deliver exceptional customer service throughout the sales process, supporting client goals.
  • Organization : Manage client interactions efficiently and ensure accurate documentation and thorough follow-up.
  • Collaboration : Work closely with team members to contribute to collective success.
  • Ethics : Uphold the highest ethical standards demonstrating integrity in all interactions.
  • Leadership (Optional) : For those interested, contribute to team growth and take on leadership roles mentoring and inspiring others.

    • Ideal Candidate Profile :

  • Communication Skills : Excellent verbal and written communication abilities.
  • Compassion : A genuine desire to help others.
  • Integrity : A commitment to ethical practices.
  • Attention to Detail : A meticulous approach to managing client interactions.
  • Team Player : A collaborative and supportive attitude.
  • Work Ethic : A strong drive to achieve goals.
  • Leadership Potential : A desire to grow within the company and take on leadership roles mentoring and inspiring others.

    • Qualifications :

  • Reside in the United States
  • US Citizen or Legal / Permanent Resident
  • Possess a strong work ethic and a desire to succeed

    • What We Offer :

  • Competitive Compensation : Attractive commission-based compensation with incentives.
  • Flexibility : Flexible remote work environment balancing professional and personal responsibilities.
  • Development : Ongoing training and development opportunities.
  • Leadership : Opportunities for career advancement with clear pathways for growth.
  • Culture : A supportive and positive team culture that values you, and rewards and recognizes your efforts.

    • Ready to Unlock Your Full Potential?

    Take the first step toward your six-figure career today! Submit your resume and a brief note on why you’re the perfect fit. We’ll reach out to schedule an interview.

    Don’t wait! Your future starts now!

    Note : This is a commission-based 1099 independent contractor role. U.S. applicants only.

    By applying to this open position, I agree that the hiring company may contact me by SMS, Email, and Phone Calls.

    [job_alerts.create_a_job]

    Client Advisor • Jeffersonville, IN, US

    [internal_linking.similar_jobs]
    Partner Success Sales Associate II

    Partner Success Sales Associate II

    Resideo • Louisville, Kentucky, USA
    [job_card.full_time]
    We are seeking a proactive and detail-orientedPartner Success Specialistto serve as a key liaison between ourOutside Sales Representatives (OSRs) and partner accounts. This role will be the primary ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    J.P. Morgan Wealth Management Private Client Advisor - Louisville, KY

    J.P. Morgan Wealth Management Private Client Advisor - Louisville, KY

    JPMorgan Chase • Louisville, KY, US
    [job_card.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]
    [last_updated.last_updated_30] • [promoted]
    Customer Service Associate

    Customer Service Associate

    Wawa, Inc. • Louisville, KY, US
    [job_card.full_time]
    We believe we can make life a little better every day – one smile, hoagie, or experience at a time.And there’s one secret ingredient that truly sets Wawa apart : Our Associates.At Wawa, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Customer Success Manager, Service Provider

    Senior Customer Success Manager, Service Provider

    Relativity • Louisville, KY, United States
    [job_card.full_time]
    The Service Provider Customer Success Management Team supports our partners in our Premier Success Program in meeting their goals using the Relativity suite of products. The team guides overall valu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Success Expert (Remote)

    Client Success Expert (Remote)

    INFUSE • Louisville, KY, US
    [filters.remote]
    [job_card.full_time]
    We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human.We do n...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Success Agent

    Customer Success Agent

    Brinks • Louisville, Kentucky, USA
    [job_card.full_time]
    The Brinks Company (NYSE : BCO) is a leading global provider of cash and valuables management digital retail solutions and ATM managed services. Our customers include financial institutions retailers ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Exterior Sales Consultant

    Exterior Sales Consultant

    A&s Construction Of Louisville Inc • Louisville, KY, US
    [job_card.full_time]
    Hands On training with Owner(s).Insurance (Health, Dental & Vision).Are you a highly motivated and energetic sales professional looking to take your career to the next level? A&S Constructi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Success Manager

    Client Success Manager

    3DR Labs LLC • Louisville, KY, US
    [job_card.full_time]
    Headquartered in Louisville, Kentucky, 3DR Labs, is the largest 3D medical image post-processing lab in the U.Founded in 2005, 3DR Labs provides services to over a thousand hospital imaging departm...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Advisor Development Program Client Associate

    Advisor Development Program Client Associate

    Bank of America • Louisville, KY, United States
    [job_card.full_time]
    Advisor Development Program Client Associate Louisville, Kentucky • •To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend • •To proceed with your appl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    J.P. Morgan Wealth Management Private Client Advisor - Louisville, KY

    J.P. Morgan Wealth Management Private Client Advisor - Louisville, KY

    Chase • Louisville, KY, US
    [job_card.full_time]
    [show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Relationship Manager

    Client Relationship Manager

    Alphabe Insight Inc • Louisville, Kentucky, USA
    [job_card.full_time]
    The Client Relationship Manager will serve as the primary point of contact for assigned clients ensuring their needs are understood supported and executed with precision. This role requires a proact...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Success (remote within UK)

    Client Success (remote within UK)

    Infuse • Louisville, KY, US
    [filters.remote]
    [job_card.full_time]
    Client Success (Remote Within UK).We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every human deserves at...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Member Relationship Advisor

    Member Relationship Advisor

    Abound Credit Union • Shepherdsville, KY, US
    [job_card.full_time]
    Are you ready to join a team that is committed to hardworking Kentuckians?.If so, Abound Credit Union might be the place for you!. We do that by sharing our knowledge, strength, and accessibility to...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Customer Service / Benefits Advisor (Work from home)

    Customer Service / Benefits Advisor (Work from home)

    Professional Career Solutions • Jeffersonville, Indiana
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    Morgan Stanley • Louisville, KY, US
    [job_card.full_time]
    Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Advisor Service Representative - Client Service

    Advisor Service Representative - Client Service

    ADP • Louisville, KY, United States
    [job_card.full_time]
    Title : Advisor Service Representative I.Developing and maintaining the confidence of the RS advisor channel is an essential component to the success of ADPRS. The Advsior Service Representative role...[show_more]
    [last_updated.last_updated_30]
    Revenue Cycle Specialist, Revenue Cycle Administration

    Revenue Cycle Specialist, Revenue Cycle Administration

    Norton Healthcare • Louisville, US
    [job_card.full_time]
    The Revenue Cycle Specialist acts as one of the primary liaisons between Revenue Cycle Operations and the assigned service line in all Revenue Cycle matters. This includes, but is not limited to, pr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customer Success Representative

    Customer Success Representative

    ChristianSky Agency • Louisville, KY, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Join ChristianSky Agency as a Customer Success Representative!.Empower Your Career, Unlock Your Potential, and Work from Anywhere!. At ChristianSky Agency, we’re on an exciting journey of grow...[show_more]
    [last_updated.last_updated_variable_days]