Client Advisor Specialist Job at AO Globe Life - Lauretta Bawo, Chicago, IL

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  • AO Globe Life - Lauretta Bawo
  • Chicago, IL

Job Description

ype: Full-Time/ Work from Home Set-up
Salary: Competitive + Benefits

Are you passionate about helping clients achieve their financial goals? AO Globe Life is seeking a motivated and experienced Client Advisor Specialist to join our growing team. As a key player in our client services department, you'll be responsible for providing expert advice and personalized solutions to our clients, ensuring their satisfaction and loyalty.

Key Responsibilities:

  • Build and maintain strong relationships with clients through effective communication and understanding of their needs.
  • Provide expert guidance on financial products and services, tailoring solutions to individual client goals.
  • Conduct in-depth financial reviews and offer recommendations to improve client portfolios.
  • Collaborate with internal teams to deliver exceptional service and resolve client inquiries promptly.
  • Stay updated on industry trends and product knowledge to provide clients with the best possible advice.

Requirements:

  • Proven experience in a client advisory or financial services role.
  • Strong communication and interpersonal skills with a client-focused approach.
  • Ability to analyze financial data and develop tailored recommendations.
  • Relevant certifications (e.g., CFP, CFA) are a plus.

Why Join AO Globe Life?

  • Competitive income and performance-based incentives.
  • Comprehensive benefits package including health, dental, and vision insurance.
  • Opportunities for professional growth and development.
  • A supportive and collaborative work environment.

Ready to make a difference in clients' financial lives? Apply now and take the next step in your career with AO Globe Life!


 

Job Tags

Full time,

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