Financial Solutions Consultant

Nuvant Consulting Group; Jacksonville (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Paid time off

Job summary

Nuvant Consulting Group in Jacksonville, FL is seeking a Business Solutions Representative to build strong relationships with individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.

You’ll identify potential clients, cultivate partnerships, and stay informed on trends to enhance client strategies and onboarding

Qualifications

• Excellent communication and interpersonal abilities are essential.
• Ability to listen, assess client needs, and provide solutions.
• Experience in a client-facing or consultative role is preferred.

Responsibilities

• Identify potential clients and assess goals, challenges, and needs.
• Build lasting partnerships with decision-makers and stakeholders.
• Stay current on trends that impact client strategies.
• Communicate with clients via calls, email, video, and messaging.
• Recommend personalized financial solutions based on client feedback.

Skills

Communication skills

Interpersonal skills

Listening & needs assessment

Self-starter

Client-facing experience

Education

High school diploma or college degree

Tools

CRM software

Data analysis

Job description

Nuvant Consulting Group in Jacksonville, FL is seeking a Business Solutions Representative to build strong relationships with individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.

You’ll identify potential clients, cultivate partnerships, and stay informed on trends to enhance client strategies and onboarding