Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Client Advisor

Nuvant Consulting Group

New York, NY
  • Remote job

Remote Client Advisor About the Role Nuvant is hiring Remote Client Advisors to help individuals and small businesses explore personalized financial solutions. In this role, you’ll connect with prospects, learn about their needs, and provide guidance on the services that best fit their goals. Core Responsibilities Initiate outbound calls and respond to inbound client inquiries Conduct needs assessments to understand personal or business objectives Recommend appropriate services and walk clients through the onboarding process Manage follow-up outreach and relationship‑building activities Maintain accurate CRM records and activity logs Qualifications High school diploma or college degree preferred Strong communication and interpersonal skills Ability to build rapport quickly and guide conversations toward a clear next step Self‑motivated, organized, and comfortable working remotely Previous experience in sales, business development, or client services is 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. Fully remote environment with flexible scheduling options Advancement opportunities and growth potential A professional and collaborative remote culture #J-18808-Ljbffr Nuvant Consulting Group

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Remote Client Advisor in New York, NY vacancy
  •  ...Consultants is seeking innovative individuals for a fast-growing, tech-driven organization. You will conduct virtual consultations with clients, assess needs, and impart knowledge on solutions while cultivating lasting relationships through regular check-ins. The role offers... 
    Remote work
    Work from home

    Global Elite Empire Consultants

    Florida, NY
    15 hours ago
  •  ...We are hiring for an entry-level remote sales position with full training and mentorship provided. This is a work-from-home opportunity where you will learn how to help families secure life insurance coverage while building your own income. No prior experience... 
    Remote work
    Work from home
    Flexible hours

    The Semler Agency

    Dundalk, MD
    3 days ago
  • $70k - $120k

     ...Position: Remote Benefits Representative Company: American Income Life (a proud member of Globe Life, a publicly traded company on...  ...a Remote Benefits Representative , individuals connect with clients virtually (via Zoom) to help them understand and enroll in benefit... 
    Remote work
    Work from home

    Hire Standard Staffing

    New York State
    7 days ago
  • Sweetepictravels is seeking a Remote Customer Service Representative to be the primary contact for clients, delivering outstanding service and supporting sales objectives from a home-based setting. You will handle inquiries across insurance sales, benefits administration... 
    Remote job
    Work from home

    Sweetepictravels

    Austin, TX
    5 days ago
  •  ...-from-home financial services role focused on protecting families. This opportunity offers remote work and the chance to contribute to meaningful, long-term security for clients. Join a team that values integrity, growth, and helping others. You will work remotely, collaborate... 
    Remote work
    Work from home

    AO Garcia Agency

    Conway, AR
    2 days ago
  •  ...States is seeking dedicated individuals for a work-from-home financial services role focused on protecting families. You will help clients secure their financial futures, communicate clearly, and work independently while collaborating with a team through Zoom video... 
    Remote work
    Work from home

    AO Garcia Agency

    Dickinson, ND
    2 days ago
  •  ...flexible, work-from-home role focused on guiding families toward financial well-being. You will conduct virtual consultations, assess client needs, and build lasting relationships through regular check-ins while completing related administrative tasks. Weekly pay,... 
    Remote job
    Weekly pay
    Work from home
    Flexible hours

    AO Garcia Agency

    Lakeville, MN
    3 days ago
  •  ...Agency is seeking a motivated individual to join our flexible, home-based team. The role focuses on virtual consultations, assessing client needs, and guiding families toward financial solutions while balancing personal and professional life. You will conduct... 
    Remote job
    Weekly pay
    Work from home
    Flexible hours

    AO Garcia Agency

    Gaithersburg, MD
    4 days ago
  •  ...About the job Remote Client Success Advisor Role Overview Our organization is continuing to grow our remote team and is looking for individuals who enjoy assisting clients while managing a variety of tasks. In this role, you will help coordinate reservations... 
    Remote work
    Flexible hours

    Triptastic Adventures

    United States
    1 day ago
  •  ...Blyss Journeys is seeking a motivated Customer Support Advisor to join their remote team. You will assist clients by coordinating services and responding to inquiries, ensuring each interaction is professional and accurate. The ideal candidate enjoys helping others and... 
    Remote work
    Flexible hours

    Blyss Journeys

    United States
    2 days ago
  •  ...Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to succeed. You’ll deliver web presentations from a home office and... 
    Remote work
    Work at office
    Home office

    Lever

    Montgomery, AL
    3 hours ago
  •  ...Ambitious and client-focused, the full-time Client Advisor will engage with small- and medium-sized businesses to convert inbound inquiries into sales,...  ...client needs, and guiding them through the sales process remotely. Key responsibilities Run high-energy discovery... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    2 days ago
  • HMG Careers is seeking a Remote Customer Service and Sales professional to join our home-based team in North America. You will contact leads, present benefit programs, enroll clients, and build lasting relationships with support from a collaborative virtual environment.... 
    Remote job
    Work from home

    HMG Careers

    Arizona
    5 days ago
  •  ...Unlock Potential 360 is seeking a Remote Client Account Specialist to assist clients who requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway and help them understand their options. Responsibilities... 
    Remote work

    Unlock Potential 360

    United States
    2 days ago
  •  ...Remote Client Advisor About the Role Nuvant is hiring Remote Client Advisors to help individuals and small businesses explore personalized financial solutions. In this role, you’ll connect with prospects, learn about their needs, and provide guidance on the services... 
    Remote work
    Flexible hours

    Nuvant Consulting Group

    United States
    15 hours ago
  • The Sydney Call Centre is seeking a work-at-home contact center representative to support customer service and sales interactions across the United States. You will engage with hundreds of customers weekly to resolve issues, upsell products, and ensure a best-in-class ...
    Remote work
    Work at office
    Work from home

    The Sydney Call Centre

    United States
    2 days ago
  • Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, reach out to those who requested information, review needs, present protection options... 
    Remote work

    Unlock Potential 360

    United States
    2 days ago
  • HMG Careers is seeking a Remote Customer Service and Sales professional to guide clients through our benefits programs from a home-based office. You’ll engage leads, present options, and build lasting relationships, with recent trainees mentored by seasoned managers. The... 
    Remote job
    Traineeship
    Work at office
    Work from home
    Flexible hours

    HMG Careers

    Peoria, AZ
    2 days ago
  •  ...Treantly is looking for a friendly and solutions-oriented Customer Service Representative to work remotely as the first point of contact for customers. You will support inquiries, build strong relationships, and ensure a smooth and positive customer experience while working... 
    Remote work
    Work from home

    Treantly

    United States
    15 hours ago
  •  ...Flexible Career Opportunity in Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance... 
    Remote work
    Work from home
    Flexible hours

    AOGarcia

    United States
    2 days ago
  •  ...service mindset—who are ready to transition into a meaningful remote career with long-term growth. If you’ve built experience in...  ...stable, long-term career. What You’ll Be Doing Meet with clients virtually using Zoom Walk veterans and their families through... 
    Remote work
    Full time
    Work from home
    Flexible hours

    AO Globe Life

    Murfreesboro, TN
    10 days ago
  • Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing...
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    United States
    3 days ago
  •  ...interviews, orientation, and training will be completed virtually. Job Duties: Receive inbound calls on behalf of dealership clients and follow required scripting to assist customers. Schedule service appointments and answer basic inquiries as needed. Project... 
    Remote job
    Work from home

    Call Control, LLC

    Macon, GA
    25 days ago
  •  ...Private Client Advisor Joining Henley & Partners as the leading global citizenship and residency advisory firm, we specialize in helping...  ...and local market knowledge are advantageous. The role is remote, however, candidates need to be based in Tokyo, Japan. Join... 
    Remote work
    Local area
    Flexible hours

    Henley and Partners

    United States
    2 days ago
  •  ...Wing Assistant is seeking a Customer Service Representative to join our remote US team. You will handle calls, emails, and chats, resolve issues, and nurture relationships with customers while ensuring satisfaction. Ideal candidates have at least 1 year in customer... 
    Remote work
    Work from home
    Flexible hours

    Wing Assistant

    United States
    22 hours ago
  • Unlock Potential 360 in Dover-Foxcroft, United States is seeking a Client Account Specialist to help clients understand life and financial protection options. This remote role focuses on guiding clients through a step-by-step pathway and building lasting relationships.You... 
    Remote work

    Unlock Potential 360

    United States
    15 hours ago
  • $114.91k - $141.95k

     ...Job Title: Client Success Advisor Location: Remote - CA (Southern) What you'll do: Job Description Summary As a Client Success Advisor, your focus is in supporting our sales team and clients. Our HOA business line has heavily invested and will continue... 
    Remote work
    Bank staff

    Western Alliance Bank

    Baltimore, MD
    3 days ago
  •  ...MCI is inviting applications for the position of Work-at-Home Contact Centre Associates. This remote job focuses on delivering exceptional customer support and is suitable for tech-savvy individuals who can adeptly handle various customer interactions from home. Key responsibilities... 
    Remote work
    Work from home

    MCI

    United States
    15 hours ago
  •  ...We'll Train You! Beginner Friendly | Flexible Schedule | 100% Remote | Full-Time / Part-Time Start a Career You Can Grow With at...  ...What You'll Do As a Work-From-Home Associate, you'll meet with clients virtually to help them better understand their available... 
    Remote work
    Weekly pay
    Full time
    Part time
    Currently hiring
    Work at office
    Work from home
    Flexible hours

    AO Globe Life

    Arizona
    more than 2 months ago
  •  ...Accountant to provide advanced accounting support for multiple clients. This role involves maintaining accurate financial records, leading...  ..., and expertise in QuickBooks. The position promotes a remote work environment, offering flexible hours and unlimited vacation... 
    Remote work
    Flexible hours

    Hampton Nonprofit Management

    United States
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Client Advisor. Be the first to apply!