20 Best Client Advisor jobs in Remote (Hiring Now!)

High Ticket Closer
Dream Firms —Remote
Leverage automation tools and outbound efforts to follow up diligently and consistently with potential clients over extended periods of time.
$90,000 - $125,000 a year
Quick Apply
Client Development Specialist - Healthcare Staffing
Caliber Healthcare Solutions —Salt Lake City, UT
Ability to develop a compelling value proposition, develop effective proposals and presentations with decision makers. B2B Sales: 2 years (Required).
$60,000 - $75,000 a year
Quick Apply
Fiduciary Services Client Relationship Manager
SCJ Fiduciary Services, LLC —Remote
Work with clients to answer ESOP related questions. Coordinate day to day account transactions. Travel to clients when requested. 401k and Company 401k match.
Estimated: $72.8K - $92.2K a year
Quick Apply
2d
Senior Client Success Advisor
Diligent Corporation —Washington, DC
Strong analytical and problem-solving abilities, with the capacity to assess complex business challenges and develop solutions that drive value and automation…
$140,000 - $160,000 a year
Quick Apply
1d
Experienced Financial Advisor
Coastal Wealth, A MassMutual Firm —Florida
Must be licensed to sell insurance. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such…
$24,000 - $500,000 a year
Quick Apply
Advisor Transition Lead
Forabya —Remote
This role will also coordinate and support training efforts to educate newly onboarded teams on the full suite of tools and services available on the platform.
$100,000 - $130,000 a year
Quick Apply
Financial Advisor
Hariri Financial Partners —California
*Innovative Resources:* Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.
$95,252 - $187,500 a year
Quick Apply
Wealth Management Operations Associate
Marstone, Inc. —Remote
Assist Marketing team to develop a streamlined process to engage new prospects and convert prospects to clients. Strong verbal and written communication skills.
$75,000 - $85,000 a year
Quick Apply
Insurance Advisor
The Cobbs Agency —Remote
Luxury All Expense Paid Vacations: Free, world-class travel to reward you for your production. As an agent, you will help families plan for their future.
Estimated: $78.9K - $99.9K a year
Quick Apply
(Remote) Financial Advisor
TDG Financial LLC —Remote
LIfe Insurance license is required. The sales conversation includes a 'needs analysis' to understand the customer’s insurance needs, a review of recommended…
$1,200 - $2,400 a week
Quick Apply
9d
Senior Architect - SharePoint and M365
EPMPOINT, INC. —Remote
Provide governance, technical expertise, and guidance to other Delivery team members and business stakeholders to drive discovery, design, configuration,…
$150,000 - $180,000 a year
Quick Apply
CPA Firm Audit Manager
BiggsKofford, P.C. —Remote
Proven track record of mentoring and developing staff. Demonstrated ability to maintain client relationships from the CEO to CFO to Controller and to be a…
$120,000 - $160,000 a year
Quick Apply
Tax Advisor
Seatmatch —Washington, DC
*A current/valid CPA or EA License with no disciplinary action is required*. Interpret and deliver analysis on financial statements regarding the financial…
$80,000 - $100,000 a year
Brand Manager
AiAdvertising, Inc —Phoenix, AZ
Apply creative thinking to craft campaigns that connect emotionally and work collaboratively with teams, including creative, digital, and data analytics, to…
Estimated: $92.7K - $117K a year
Quick Apply
9d
Musician’s Gear Expert & Sales Rep - Hybrid
Guitar Center —Nashville, TN
Manage all facets of the customer experience through all available contact channels - chat, email, inbound and outbound phone calls. High School Diploma or GED.
Estimated: $31.5K - $39.9K a year
Independent Financial Advisor - Own Your Practice, Maximize Your Potential
LifeCraft Financial Group —Cape Coral, FL
Build and maintain strong client relationships, leveraging our high-quality leads. Collaborate with team members to share insights, strategies, and successes.
Estimated: $80.9K - $102K a year
Quick Apply
Client Solution Advisor
PNC Financial Services Group —Raleigh, NC
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Estimated: $66K - $83.5K a year
2d
Sales Consultant
Bookkeeping For Painters —Remote
Analyze market trends and customer preferences to develop effective sales strategies. Conduct inside sales activities to nurture leads and drive revenue growth.
$55,000 - $180,000 a year
Quick Apply
National Account Manager
American Commercial Furniture —Indianapolis, IN
The main deliverables are to expand existing business, develop new organic growth business, collaborate with our key customers and internal stakeholders to…
From $70,000 a year
Quick Apply
Director of New Business Development
linqd. —Remote
Conduct regular cross-functional discussions regarding assigned client needs, business background, and/or program implementation with the cross-functional team.
$125,000 - $188,000 a year
Quick Apply

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High Ticket Closer

Dream Firms Remote

Quick Apply

Job Details

Full-time $90,000 - $125,000 a year

Benefits

Paid training
Health insurance
401(k)
Paid time off
On-the-job training
Work from home
Parental leave
401(k) matching

Qualifications

Bilingual
Sales
B2C
English
Mid-level
Communication skills
Under 1 year

Full Job Description

Who are we?

Dream Firms is the ‘go-to’ company for entrepreneurial accountants dedicated to creating the firm of their dreams hyper-efficiently. We take a hands-on approach to growing small accounting firms in the $0-1M revenue range by implementing our proven playbook of dream client acquisition strategies with an uncompromising level of support. Currently, our client base is accounting, bookkeeping, and tax firms across the United States & Canada.

Our deepest belief is that incredible people are the core of every successful business. Team members of Dream Firms are provided with a full suite of benefits, including competitive compensation, healthcare, 401(k) with employer match, and a fully remote working environment.

What makes Dream Firms so different?

Our founders, Tyler & Marine Clark, genuinely care about their team and clients, as evidenced by their overwhelmingly positive online presence, and they are veterans in the accounting space. Their goal is to attract and keep A+ team members while empowering them to live exclusively in their zone of genius so they can build the life they dream of while supporting our expanding roster of dream clients.

Role: High Ticket Closer

We are seeking exceptional closers capable of achieving remarkable results in high ticket sales. The Program Advisor role will present and sell programs to entrepreneurial accounting firms, offering roadmaps to accelerate growth. They sell a program to new outbound and/or inbound prospects. This individual will be charged with both inbound and outbound pipeline management of new prospects. An essential component of the customer experience, the Program Advisor understands the importance of professionalism, enhancing brand awareness and reputation, and building meaningful rapport. They are driven by a commitment to assist our clients in reaching unprecedented levels of success. Recognizing that the sales process is a carefully orchestrated journey aimed at advancing decision-making, they ensure that it culminates in prospects eagerly seeking to make a purchase.

Responsibilities

Establish, develop, and maintain positive business and customer relationships
Engage with clients in a consultative manner to understand their goals and challenges
Educate prospects and present our high-ticket offerings as tailored solutions that address their specific challenges
Move all prospects to the proper stage of the pipeline via the proprietary relationship manager tool throughout the day
Maintain a clear, up to date and accurate pipeline in our CRM
Leverage automation tools and outbound efforts to follow up diligently and consistently with potential clients over extended periods of time
Document all interactions with all prospects and clients in the “notes” section of CRM, escalating to the Support team as needed
Educate prospects on our products from an expert perspective
Participate in regularly scheduled call reviews and coaching sessions
Available most days from 9 am-5 pm local time to take calls
Use both internal and external resources to maintain up-to-date knowledge of our products and industry
Be mindful of any emerging patterns of feedback from clients and report to Sales Leadership
Collaborate with Client Progress partners to ensure smooth transitions from the decision stage to fulfillment, and escalate as deemed necessary

Results

All prospects are properly moved in CRM and information is documented on client details so the operations team has proper expectations by EOD
Performance metrics are exceeded as set by the Director of Sales, including but not limited to monthly revenue targets, closing ratio, and call conversions
All qualified prospects are consistently followed up with as dictated by outbound strategy
Responsive and communicative with Sales Leadership
Ongoing and ad hoc participation in coaching and training initiatives set forth by Sales Management
All protocols for internal communication cycles are diligently adhered to

Requirements

Minimum of 6 months of sales experience working remotely on High Ticket offers and short sales cycles
Effective and professional communication style, upholding executive presence
Two (2+) years experience with B2B2C or B2C sales
Excellent communication skills
Must possess compelling presentation skills
Excellent at building rapport
Coachable and open to learning new processes in sales
Driven by routine, with a core belief that with consistency comes excellence
Open to growing rapidly
Self-sufficient and able to properly manage one’s own time
Well-organized and able to maintain a pipeline that can be observed and understood by the Sales Leadership

LOCATION: Remote

Salary: $90-$125k OTE

COMMUNICATION EXPECTATIONS

We use Slack – it is the primary communication tool. We value over-communication (more context the better) We value speed in communication (be prompt in responding or provide context as to why you may be slow to respond) Weekly Full Team Meetings Daily check-ins with the Director of Sales and Regular ad-hoc meetings with peers. We value attention to detail. If you’ve made it this far, be sure to answer “Pearl Jam” as your favorite band in the application.

DREAM FIRMS CORE VALUES

Our core values are non-negotiable. The ideal person for this position will resonate with them and align with them.

Own it.

We are all our own worst critic, and when you own your responsibilities by honing your potential, you will never have to worry about whether or not you are doing an excellent job because you can sleep well at night knowing you exceed your own expectations for greatness.

Naturally Proactive

Actively seeking out ways to improve yourself and those around you comes as naturally to you as breathing. You see all the ways things can be better, and you love making them better.

Drink Your Own Champagne

If you ask someone to do it, you are willing to do it yourself and show them how it’s done. We celebrate only when we walk the walk, not talking about the walk.

YOU MUST APPLY WITH THIS LINK https://forms.gle/inz1TKrSE3UWRdaQ6

P.S. If you can still see this job post, we are still accepting applicants.

ANY APPLICATIONS SUBMITTED THROUGH THE JOB PLATFORM OR VIA EMAIL WILL NOT BE CONSIDERED OR GARNER A RESPONSE

Job Type: Full-time

Pay: $90,000.00 - $125,000.00 per year

Benefits:

401(k)
Health insurance
On-the-job training
Paid time off
Parental leave
Work from home

Experience level:

Under 1 year

Shift:

8 hour shift
Day shift

Weekly day range:

Monday to Friday

Work Location: Remote

Quick Apply

Client Advisor jobs in Remote

High Ticket Closer

Client Development Specialist - Healthcare Staffing

Fiduciary Services Client Relationship Manager

Senior Client Success Advisor

Experienced Financial Advisor

Advisor Transition Lead

Financial Advisor

Wealth Management Operations Associate

Insurance Advisor

(Remote) Financial Advisor

Senior Architect - SharePoint and M365

CPA Firm Audit Manager

Tax Advisor

Brand Manager

Musician’s Gear Expert & Sales Rep - Hybrid

Independent Financial Advisor - Own Your Practice, Maximize Your Potential

Client Solution Advisor

Sales Consultant

National Account Manager

Director of New Business Development

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