Remote Account Advisor

Summary

Nuvant Consulting Group is hiring Remote Account Advisors to help individuals and small businesses with tailored financial solutions. The role involves building client relationships, understanding financial goals, recommending suitable solutions, guiding onboarding and implementation, and providing ongoing service remotely.

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
• Experience in client service or sales is a plus but not required
• High school diploma or college degree preferred

Qualifications

Must Haves

• Strong communication and relationship-building skills
• Comfortable working remotely and independently
• Experience in client service or sales is a plus but not required

Nice to Haves

• High school diploma or college degree preferred

Benefits

• Performance-based bonuses and incentives
• Medical, dental, and vision benefits
• 401k
• Paid time off
• Flexible work-from-home schedule
• Advancement opportunities with a growing company
• A collaborative, mission-driven remote team environment