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Virtual Account Advisor

N

Nuvant Consulting Group

Posted 3 months ago

Full Time

Birmingham, Alabama

Remote OK

Smart Summary

Responsibilities

Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities within a CRM to maintain client rapport.

Qualifications

You have a high school diploma or college degree and possess excellent communication skills. You are confident in client-facing conversations and can guide individuals towards decisions, with prior experience in sales, business development, or client services being a plus.

Must Have Skills for ATS

CRM

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, 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

N

Nuvant Consulting Group

Na NUVANT, tornamos o complicado simples – e o simples, estratégico. Somos uma consultoria tributária e financeira criada para transformar desafios técnicos em vantagens competitivas. Nascemos para simplificar a complexidade tributária, otimizar processos e automatizar rotinas, entregando soluções que aumentam a eficiência e liberam seu time para focar no que realmente importa: crescer com segurança. Unimos expertise em finanças, tributação e tecnologia para traduzir normas, leis e cenários econômicos em decisões inteligentes, viáveis e alinhadas ao seu negócio. Com precisão técnica, linguagem acessível e visão de futuro, conectamos tributos à estratégia, entregando clareza, agilidade e vantagem competitiva real. Com a NUVANT, você não apenas cumpre regras — você transforma regras em resultados.
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