Work From Home Virtual Account Advisor
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Nuvant Consulting Group
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Work From Home Virtual Account Advisor
Nuvant Consulting Group
Posted 3 months ago
Full Time
,
Fully Remote
Smart Summary
Responsibilities
Engage with new leads to identify financial goals and recommend tailored service solutions. Manage the client onboarding process and track all outreach activities within a CRM.
Qualifications
You have a high school diploma or college degree and excellent verbal and written communication skills. You are confident in client-facing conversations and guiding people toward decisions, with prior experience in sales, business development, or client services being a plus.
Must Have Skills for ATS
CRM
sales
business development
client services
Job Description
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
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Nuvant Consulting Group
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