Remote Client Advisor
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Nuvant Consulting Group
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Remote Client Advisor
Nuvant Consulting Group
Posted 3 months ago
Full Time
,
Fully Remote
Smart Summary
Responsibilities
The role involves conducting outbound calls and responding to inquiries to provide personalized financial solutions to individuals and small businesses. Responsibilities include performing needs assessments, guiding clients through onboarding, and maintaining accurate CRM records.
Qualifications
You have a high school diploma or college degree and possess strong communication and interpersonal skills. You are self-motivated, organized, comfortable working remotely, and capable of building rapport to guide conversations and recommend appropriate services.
Must Have Skills for ATS
CRM
Job Description
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
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Nuvant Consulting Group
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