Source Job

US

  • Build trusted relationships with families to guide them through the enrollment process.
  • Proactively communicate via phone, text, and email to address questions and concerns.
  • Meet enrollment goals while delivering exceptional service and maintaining high responsiveness.

Customer Service Salesforce Communication Organizational Skills Spanish

12 jobs similar to New Advisor

Jobs ranked by similarity.

US

  • Provide personalized coaching support to learners through various communication channels.
  • Help learners identify the right resources aligned with their career and learning goals.
  • Support enrollment and onboarding processes, including registration assistance.

EnGen offers an AI-powered approach to English instruction, designed to solve a systemic access issue. They partner with employers, educators, and governments connecting workers with English skills and employment in high-demand industries; they have a nimble, empowering, and welcoming culture.

US

  • Manage a personal lead pipeline from first contact through confirmed enrollment
  • Lead consultative conversations that uncover client goals and address concerns
  • Meet and exceed individual enrollment targets and report pipeline status weekly

Adolescent Wellness Academy and Principles Recovery Center are dual behavioral health organizations operating PHP and IOP programs across South Florida. They exist to serve clients and families at critical moments with an empathetic and professional approach.

US

  • Provide financial services to families seeking protection and peace of mind.
  • Work independently from home while collaborating with a supportive team.
  • Maintain the highest standards of integrity and transparency in all client interactions.

Global Elite Empire Consultants is a financial services firm focused on protecting families and children through insurance and financial products. They are a third-party recruiter with a team-oriented culture that values growth and integrity.

US

  • Serve as primary enrollment contact for accepted students and guide them through funding, travel, and onboarding steps.
  • Act as School Certifying Official for GI Bill® students, processing certifications and maintaining compliance records.
  • Coordinate with admissions, operations, and student experience teams to ensure seamless student arrival.

UHP builds a new category of education centered on whole-human experiential vocational training for veterans and purpose-driven individuals. It is a fast-moving, mission-driven organization building a scalable human development institution for the future workforce.

4w PTO

  • Manage urgent morning-of requests and absence backfills to ensure undisrupted student learning.
  • Build strong relationships with school partners and educators, proactively identifying new opportunities.
  • Drive territory strategy through data analysis and collaborative syncs to optimize supply and demand.

Zen Educate is a technology company that matches schools with temporary educator staff, aiming to reduce fees and improve pay for educators. They are a high-growth startup that recently raised $37 million in Series B funding, fostering a collaborative and mission-driven culture.

US

  • Drive high-velocity outbound outreach to qualify families and minimize speed-to-lead times.
  • Convert warm leads to scheduled clinical assessments by managing CRM pipeline and overcoming hesitations.
  • Deliver consultative benefits pitching and navigate intake workflow including insurance authorizations.

AnswersNow is reshaping autism therapy with an innovative virtual ABA platform that makes care immediate and accessible. Our fully remote team is dedicated to creating a supportive, engaging environment for families and clinicians alike.

US

  • Conduct virtual consultations to assess client needs and provide financial solutions.
  • Build lasting relationships through regular check-ins and follow-ups.
  • Complete administrative tasks like note-taking and appointment setting.

Global Elite Empire Consultants helps secure families' financial well-being through enrollment services. They offer a remote work culture with mentorship and complete training, fostering a supportive team environment.

US 4w paternity

  • Building relationships with dealerships, high schools, and local communities to recruit students.
  • Conducting in-home interviews and maintaining CRM database for student follow-up.
  • Meeting or exceeding monthly enrollment goals through effective outreach and recruitment efforts.

Universal Technical Institute is a technical education institution with 60 years of experience, trusted by 35+ industry brands across 16 campuses. They offer 16 technical programs and are committed to expanding their reach and impact on students and employees.

US

  • Lead end-to-end payer enrollment and revalidation activities for behavioral health providers.
  • Provide day-to-day guidance, training, and support to enrollment specialists.
  • Act as primary point of contact with payer enrollment departments and credentialing vendors.

BetterHelp is the world's largest online therapy service, on a mission to make mental health care more accessible. Founded in 2013, we have a network of over 30,000 licensed therapists, and we deeply invest in our team's well-being and professional development.

Canada

  • Customize protection programs for working families and monitor customer satisfaction.
  • Contact prospective clients through warm leads via Zoom to schedule appointments and quote coverage.
  • Determine clients' needs, research current coverage, and maintain business through product sales, referrals, and renewals.

The company provides leads and helps working families nationwide with protection programs. The team is career-minded and offers bonuses, lifetime residual income, and full benefits in a supportive culture that feels like a second family.

US

  • Support at-risk students through personalized, proactive outreach to address barriers impacting success.
  • Develop individualized support plans, coordinate interventions, and provide consistent follow-up.
  • Assist in live support services, tracking attendance and MTSS data to strengthen student engagement.

OpenEd is opening the world to every learner, providing customized world-class education and resources to over 100,000 students. With a strong culture and an eNPS in the top .1% of technology companies, they are a growing, mission-driven team committed to empowering families.

United States Canada Latin America South America

  • Works as part of the sales team to assist in a consultative sales process focused on understanding prospect needs.
  • Conducts TeamMate software product demonstrations and contributes to RFP responses.
  • Attends industry conferences, delivers webinars, and provides feedback to Product Management for feature enhancements.

Wolters Kluwer is a global leader in professional information, software solutions, and services for healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance sectors. The company reported 2022 annual revenues of €5.5 billion, serves customers in over 180 countries, and employs approximately 20,000 people worldwide, fostering a diverse and inclusive culture.