Note: The job is a remote job and is open to candidates in USA. RH Digisoft Technical Services is hiring for an advisory team that manages first consultations with new clients. The Advisory Account Executive will own client files from the initial consultation through approval, including gathering information, documenting recommendations, managing pipeline progress, clearing requirements, and handing off approved cases to service.
Responsibilities
- Run first consultations with newly scheduled clients by phone or video
- Gather the information a recommendation requires and confirm it before proceeding
- Document the recommendation given and the reasoning that supports it
- Move each case through the pipeline stages and update its status daily
- Clear outstanding requirements with case management before they age
- Close out approved files and hand off to service with complete records
Skills
- Three or more years handling client relationships in a professional setting
- A track record of managing many open files at once without losing track of any
- Direct, unhurried communication with clients who are deciding something significant
- Working fluency with CRM pipelines, quoting tools, and video conferencing
- A dedicated home workspace appropriate for confidential client calls
- Full-time weekday availability, Monday through Friday
Benefits
- The role is remote, full time, and worked on standard business hours.
- Consultations booked and confirmed by a dedicated appointment team
- Case managers who handle underwriting requirements and processing
- Onboarding covering the product line, the pipeline, and file standards
- A weekly team meeting and a standing one-on-one with your team lead
- Company-provided CRM, quoting software, and conferencing accounts
- Opportunities for advancement as roles open on the team
Company Overview