Note: The job is a remote job and is open to candidates in USA. Nuvant Consulting Group is hiring Remote Account Advisors to help individuals and small businesses find tailored financial solutions. The role involves understanding client goals, recommending suitable options, guiding onboarding and implementation, 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
- High school diploma or college degree
- Experience in client service or sales
Benefits
- Performance-based bonuses and incentives
- Medical, dental, and vision benefits
- 401(k)
- Paid time off
- Flexible work-from-home schedule
- Advancement opportunities
- A collaborative, mission-driven remote team environment
Company Overview