Note: The job is a remote job and is open to candidates in USA. Nuvant Consulting Group is seeking a Virtual Account Advisor to connect with individuals exploring financial services and recommend solutions aligned with their personal or business goals. The role involves lead engagement, client education, onboarding support, CRM follow-up management, and relationship building.
Responsibilities
- Engage with new leads through calls, emails, and digital platforms
- Determine client goals and recommend the best-fit services and solutions
- Educate clients on next steps and facilitate a seamless onboarding process
- Track all outreach activity and manage follow-up communication in CRM
- Build long-term client rapport and ensure satisfaction
Skills
- Excellent verbal and written communication skills
- Confidence in client-facing conversations and guiding people toward decisions
- High school diploma or college degree preferred
- Prior experience in sales, business development, or client services a plus
Benefits
- Performance-based bonuses and incentives
- Medical, dental, and vision benefits
- 401k
- Paid time off
- Flexible scheduling options with the ability to work from home
- Comprehensive training and onboarding
- Opportunities for growth and advancement
Company Overview