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, Inside Sales, Customer Success Mgr./ CSM
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
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