Virtual Account Advisor

Full-time

Nuvant Consulting Group

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

Apply

Vacancy posted 27 days ago

Similar jobs that could be interesting for youBased on the Virtual Account Advisor in Mobile, AL vacancy

US Experienced Financial Advisor
$50k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...create new clients via face-to-face and virtual sourcing strategies (e.g., residential,... ...mutual trust, respect, feedback, and accountability. As an associate, you are required to...
Virtual
Accounts
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Mobile, AL
3 days ago
Virtual Account Advisor
...Job Description 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,...
Virtual
Accounts
Work from home
Flexible hours
Nuvant Consulting Group
Mobile, AL
28 days ago
Accounts Receivable (A/R) Clerk
...Accounts Receivable Clerk We are seeking a detail-oriented and experienced Accounts Receivable Clerk to join a fast-paced team. This... ...customer payments accurately to the General Ledger (G/L) Process virtual and verbal credit card payments through third-party platforms...
Virtual
Accounts
K&R Staffing HR Consulting LLC
Mobile, AL
1 day ago
Financial Service Representative
$30k
...path to grow. If you’re looking for flexibility, income potential, and advancement, this is it. What You’ll Do Meet with clients (virtual & in-person) Help families with life & health coverage Set your own schedule Work with a supportive team and leadership What We Offer...
Virtual
Weekly pay
Full time
Flexible hours
Mitchell & Mitchell
Mobile, AL
12 days ago
Entry Level Enrollment Advisor
...Explain options in a clear, simple, and relatable way Help clients complete online enrollment forms accurately Schedule and manage virtual appointments Use basic computer skills (email, Zoom, online systems) daily Follow a proven process with training and support...
Virtual
Full time
Zuzick Organization of Globe Life
Mobile, AL
1 day ago
Strategic Government Advisor
$147k - $220.4k
...Acquisition Team requires: Position Overview To serve as a trusted advisor and strategic partner to TEKsystems and TEKsystems Global... ...-level relationships, and drives the growth of public sector accounts through strategic advisory, innovation, and delivery excellence...
Accounts
Permanent employment
Full time
Contract work
Temporary work
Local area
Remote work
Flexible hours
Shift work
TEKsystems
Mobile, AL
4 days ago
Server
...HIREME to 30437 you will opt-in to receive hiring messages and account related messages from Outback Steakhouse. Text HELP for help... ...will open where you can complete your application with the help of our virtual assistant Sydney. We look forward to hearing from you!...
Virtual
Accounts
Outback Steakhouse
Mobile, AL
9 hours ago
Dishwasher
...HIREME to 30437 you will opt-in to receive hiring messages and account related messages from Outback Steakhouse. Text HELP for help... ...will open where you can complete your application with the help of our virtual assistant Sydney. We look forward to hearing from you!
Virtual
Accounts
Outback Steakhouse
Mobile, AL
10 hours ago
Restaurant Busser
...HIREME to 30437 you will opt-in to receive hiring messages and account related messages from Outback Steakhouse. Text HELP for help... ...will open where you can complete your application with the help of our virtual assistant Sydney. We look forward to hearing from you....
Virtual
Accounts
Outback Steakhouse
Mobile, AL
2 days ago
Registered Nurse - Hospice - PRN
...That Support You Health & Wellness Medical, Dental, and Vision coverage Pharmacy benefits Virtual care and mental health support Flexible Spending Accounts (FSA) and Health Savings Account (HSA) Supplemental health and life insurance Financial &...
Virtual
Accounts
Relief
Flexible hours
VitalCaring Group
Mobile, AL
1 day ago
Relationship Banker I - Part Time 20 Hours (Saraland Branch)
$37.62k
...Paid Vacation/Sick Time ~401K with Company Match ~ Medical, Dental and Vision Benefits ~ Disability Benefits ~ Health Savings Account ~ Flexible Spending Account ~ Life Insurance ~ Parental Leave ~ Employee Assistance Program ~ Associate Volunteer Program...
Accounts
Part time
Flexible hours
Regions Bank
Saraland, AL
4 days ago
Personal Banker
...Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with...
Accounts
Full time
Temporary work
Part time
Work experience placement
Work at office
Shift work
PNC
Chickasaw, AL
4 days ago
Senior Manager
...HIREME to 30437 you will opt-in to receive hiring messages and account related messages from Outback Steakhouse. Text HELP for help... ...will open where you can complete your application with the help of our virtual assistant Sydney. We look forward to hearing from you!
Virtual
Accounts
Hourly pay
Casual work
Local area
Relocation
Flexible hours
Outback Steakhouse
Mobile, AL
3 days ago
Restaurant Manager
...HIREME to 30437 you will opt-in to receive hiring messages and account related messages from Outback Steakhouse. Text HELP for help... ...will open where you can complete your application with the help of our virtual assistant Sydney. We look forward to hearing from you!...
Virtual
Accounts
Hourly pay
Work at office
Local area
Relocation
Flexible hours
Outback Steakhouse
Mobile, AL
4 days ago
Sales Account Executive
$65k
...Description This is a full-time remote role based in Alabama for an Account Executive. The Account Executive will be responsible for... ...cold calling agents and brokers (50 calls per day) Set up and run virtual and in-person meetings with Real Estate agents and brokers...
Virtual
Accounts
Full time
Work experience placement
Local area
Remote work
Flexible hours
Propy Inc.
Mobile, AL
1 day ago
Business Development Representative - Virtual/Remote
...pipeline by identifying prospects, sparking interest through outbound outreach, and booking high-quality demo appointments for our Account Executives and COO. You don’t just fill a calendar; you create the opportunities that drive revenue. Your hustle, curiosity, and discipline...
Virtual
Accounts
Work at office
Local area
Remote work
Flexible hours
FRIKINtech DBA: VehicleLyfe
Mobile, AL
1 day ago
Field Advisor
$18 - $30 per hour
...Field Advisor Department: Operations Employment Type: Full Time Location: Mobile, AL Reporting To: Service Compensation... ...401(k) Paid Holidays & Paid Time Off Health Savings & Flexible Spending Accounts (HSA) & (FSA) Enterprise Discounts...
Accounts
Full time
Temporary work
Flexible hours
Night shift
RoofingSource
Mobile, AL
3 days ago
Business Development Manager
...Business Development Sales Specialist (we call them Education Account Managers) to work with and build relationships with schools from... ...Establish weekly outreach rhythms (calls, emails, school visits, virtual meetings). Develop strategic territory plans focused on new...
Virtual
Accounts
Work at office
Local area
Night shift
Guitar Center
Mobile, AL
4 days ago
Sales Representative- Uncapped Commission
$40k - $50k
...Receive 6 months of direct training from experienced Logistics Account Executives Help your account executive solve customer needs,... ...freight and manage daily operations Participate in hands-on and virtual training sessions Develop negotiation skills through...
Virtual
Accounts
H1b
Work at office
Relocation package
Total Quality Logistics
Mobile, AL
3 days ago
Aerospace Certification Engineer
...Temp to Hire Position level Full-time Virtual/Remote? No Labor Category Engineering... ...eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave...
Virtual
Accounts
Permanent employment
Full time
Contract work
Temporary work
Local area
Remote work
Worldwide
Kelly Services, Inc.
Mobile, AL
4 days ago
Oncology Account Manager/Sr. OAM - Birmingham, AL
$160k - $240k
...Oncology Account Manager At Genmab, we are dedicated to building extraordinary futures, together, by developing antibody products... ...productivity requirements Demonstrates the ability to flex between virtual and in-person engagements and develop business plan considering...
Virtual
Accounts
Full time
Private practice
Work at office
Remote work
Flexible hours
Genmab
Mobile, AL
3 days ago
LPN / Licensed Practical Nurse - Home Health
$5,000 per month
...Dental, Vision insurance   ~ Health Savings & Flexible Spending Accounts (up to $5,000 for childcare)   ~ Tuition discounts &... ...Access to wellness and discount programs such as Noom, SkinIO (Virtual Skin Cancer Screening), childcare, gym memberships, pet insurance...
Virtual
Accounts
Full time
Work at office
Monday to Friday
Flexible hours
BrightSpring Health Services
Mobile, AL
10 hours ago
RN / Registered Nurse - Home Health - PRN
$5,000 per month
...Dental, Vision insurance ~ Health Savings & Flexible Spending Accounts (up to $5,000 for childcare) ~ Tuition discounts &... ...Access to wellness and discount programs such as Noom, SkinIO (Virtual Skin Cancer Screening), childcare, gym memberships, pet insurance...
Virtual
Accounts
Relief
Work at office
Local area
Flexible hours
BrightSpring Health Services
Mobile, AL
3 days ago
Relationship Banker I (Dawes at Cottage Hill Branch)
...conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits...
Accounts
Full time
Flexible hours
Regions Bank
Mobile, AL
3 days ago
RN / Registered Nurse - Home Health
$5,000 per month
...Dental, Vision insurance ~ Health Savings & Flexible Spending Accounts (up to $5,000 for childcare) ~ Tuition discounts &... ...Access to wellness and discount programs such as Noom, SkinIO (Virtual Skin Cancer Screening), childcare, gym memberships, pet insurance...
Virtual
Accounts
Full time
Work at office
Local area
Monday to Friday
Flexible hours
IntelyCare
Mobile, AL
1 day ago
Systems Integration Engineer II
$80k - $134k
...illness, disability, legal, identity theft, and pet insurance. ~ Health Management and Wellbeing Programs - Lifestyle Spending Account, EAP, virtual health management, chronic condition, neurodiversity, tobacco cessation, substance abuse support, and life stage and...
Virtual
Accounts
Hourly pay
Contract work
Work at office
Flexible hours
Panasonic
Mobile, AL
5 days ago
RN / Registered Nurse - Home Health - PRN
$5,000 per month
...Dental, Vision insurance    ~ Health Savings & Flexible Spending Accounts (up to $5,000 for childcare)    ~ Tuition discounts &... ...Access to wellness and discount programs such as Noom , SkinIO (Virtual Skin Cancer Screening), childcare, gym memberships, pet insurance...
Virtual
Accounts
Relief
Work at office
Local area
Flexible hours
BrightSpring Health Services
Mobile, AL
3 days ago
Relationship Banker I
...customer needs and make the appropriate referrals through proactive sales/service efforts. Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. Deliver exceptional customer experience that follows...
Accounts
Trustmark
Mobile, AL
5 days ago
Community Liaison - Hospice
$5,000 per month
..., Vision insurance    ~ Health Savings & Flexible Spending Accounts (up to $5,000 for childcare)    ~ Tuition discounts & reimbursement... ...Access to wellness and discount programs such as Noom, SkinIO (Virtual Skin Cancer Screening), childcare, gym memberships, pet...
Virtual
Accounts
Full time
Work at office
Flexible hours
BrightSpring Health Services
Mobile, AL
21 days ago
Advanced Practice Provider
...wellness exams on patients both in the patients' home and in the virtual environment Counsels and educates patients and families... ...insurance, disability insurance, plus health and flexible spending accounts Financial & Retirement Support – Competitive compensation,...
Virtual
Accounts
Work at office
Remote work
Flexible hours
IntelyCare
Mobile, AL
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Virtual Account Advisor. Be the first to apply!