Virtual Account Advisor

Nuvant Consulting Group

Job Description

Virtual Account Advisor

About the Role:

Nuvant is seeking Virtual Account Advisors to join our growing team. In this role, you’ll connect with individuals exploring financial services, guide them through the discovery process, and recommend tailored solutions that support their personal or business goals.

Core 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

Qualifications

High school diploma or college degree preferred
Excellent verbal and written communication skills
Confidence in client-facing conversations and guiding people toward decisions
Prior experience in sales, business development, or client services a plus

What We Offer

Competitive base salary plus performance-based bonuses and incentives.
Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
Flexible scheduling options with the ability to work from home
Comprehensive training and onboarding
Opportunities for growth and advancement

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Vacancy posted 25 days ago

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