Virtual Account Advisor

Summary

Nuvant Consulting Group is seeking Virtual Account Advisors to support individuals exploring financial services. The role involves engaging leads, identifying client goals, recommending tailored solutions, facilitating onboarding, managing CRM follow-up, and building long-term client relationships.

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

Qualifications

Must Haves

• Excellent verbal and written communication skills
• Confidence in client-facing conversations and guiding people toward decisions

Nice to Haves

• 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