Client Strategy Advisor at The Blue Haven Life

As a Client Strategy Advisor you will work remotely to guide families and individuals through tailored coverage options ensuring they fully understand each solutions long-term value. This role focuses heavily on consultative discussions thoughtful discovery and relationship building. Youll handle inbound client requests schedule virtual consultations analyze needs recommend personalized plans and manage ongoing communication to ensure every client receives consistent support. Youll also maintain accurate documentation proactively follow up and operate independently while adhering to professional standards.RequirementsMust be a U.S. citizenStrong communication and client-service orientationDisciplined organized and effective working autonomouslyPrior leadership or sales experience is beneficialCoachable and driven to improve continuouslyBenefitsFully remote work environmentFlexible scheduling and independent workflow managementRobust training and development programUncapped commission-based earningsOpportunities to advance into leadership rolesRequired 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 Marketing,Data Visualization,Tableau,Customer Segmentation,Microsoft Powerpoint,Investment Banking,Strategic Planning,Financial Modeling,Customer relationship management,Management Consulting,Google Suite,Analytics Employment Type : Full Time Experience: years Vacancy: 1 Monthly Salary Salary: 120431 - 160629