Account Advisor
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Sales
Client Relationship Manager, Customer Success Mgr./ CSM, Inside Sales, CRM System
Job Description & How to Apply Below
Responsibilities
- Connect with individuals exploring financial services.
- Guide clients through the discovery process.
- Recommend tailored solutions that support personal or business goals.
- Engage with new leads through calls, emails, and digital platforms.
- Educate clients on next steps and facilitate a seamless onboarding process.
- Track all outreach activity and manage follow-up communication in CRM.
- Build long-term client rapport and ensure satisfaction.
- High school diploma or college degree preferred.
- Excellent verbal and written communication skills.
- Confidence in client-facing conversations and guiding people toward decisions.
- Prior experience in sales, business development, or client services a plus.
- verbal communication
- written communication
- client-facing skills
- guiding decisions
- client rapport
- client satisfaction
- high school diploma
- college degree
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×