Business Solutions Advisor - Remote

Overview

We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals.

In Short

• Identify potential clients and assess their goals, challenges, and needs.
• Build lasting partnerships with decision-makers and key stakeholders.
• Stay current on trends, tools, and developments that may impact client strategies.
• Communicate with clients via phone, email, video calls, and online messaging.
• Recommend personalized financial solutions and services based on client feedback and data.
• Act as a trusted resource by providing a seamless onboarding process and ongoing support.
• Collaborate with internal teams to continuously improve client experience.

Requirements

• High school diploma or a college degree is preferred.
• Excellent communication and interpersonal skills.
• Strong ability to listen, assess needs, and offer solutions.
• Self-starter with a results-oriented mindset and a desire to grow.
• Experience in a client-facing or consultative role preferred.

Benefits

• Competitive base salary plus performance-based bonuses and incentives.
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
• Ongoing mentorship and training to support your success.
• Career advancement opportunities based on performance and results.