Client Workflow Optimization Advisor at The Blue Haven Life

This role focuses heavily on workflow efficiency and client communication management. You will guide clients through structured educational discussions ensuring they fully understand their options and next steps. Organization is key as you will manage detailed notes track follow-ups and maintain smooth communication across multiple clients simultaneously. You will also use internal training resources to provide accurate and confident recommendations that support long-term client satisfaction.RequirementsU.S. citizen; disciplined; strong workflow management; communication-focused; remote-work experience helpful.BenefitsRemote; flexible schedule; mentorship; uncapped earnings. Required Skills: 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). Key Skills Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage Employment Type : Full Time Experience: years Vacancy: 1 Monthly Salary Salary: 120431 - 160629