Note: The job is a remote job and is open to candidates in USA. Nuvant Consulting Group is hiring Remote Account Advisors to provide tailored financial solutions to individuals and small businesses. The role involves engaging clients, understanding their financial goals, recommending appropriate solutions, guiding onboarding and implementation, maintaining CRM records, and providing ongoing service.
Responsibilities
- Engage with new and prospective clients through outreach and follow-ups
- Understand each client’s financial goals and decision-making process
- Recommend solutions that align with their needs
- Guide clients through onboarding and product implementation
- Maintain accurate records in CRM tools
- Support clients with regular check-ins and ongoing service
Skills
- Strong communication and relationship-building skills
- Comfortable working remotely and independently
- Experience in client service or sales is a plus but not required
- High school diploma or college degree preferred
Benefits
- Performance-based bonuses and incentives
- Medical, dental, and vision benefits
- 401k
- Paid time off
- Flexible work-from-home schedule
- Advancement opportunities with a growing company
- A collaborative, mission-driven remote team environment
Company Overview