Client Advisory Coordinator (Remote)

Job Description

The Client Advisory Coordinator helps families and individuals navigate available protection options. You will manage inbound interest, conduct virtual consultations, gather information, recommend solutions, and maintain communication through each stage. This role calls for a highly organized individual capable of balancing multiple conversations, taking detailed notes, and keeping clients informed. You’ll also be responsible for proactive follow-ups and ensuring clarity in all client interactions.

Requirements

Must be a U.S. citizen

Excellent communication and listening abilities

Organized and self-driven

Comfortable working independently

Experience in client service or sales is beneficial

Benefits

Fully remote role

Ongoing mentorship and coaching

Flexible scheduling

High commission potential

Requirements

Requirements : Must be a U.S. citizen. Strong communication and people skills. Self-motivated, disciplined, and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus, but not required (training is provided).