Remote Account Advisor

Nuvant Consulting Group; United States; Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Bonuses

Medical coverage

Dental coverage

Vision coverage

401k

Paid time off

Remote work flexibility

Job summary

Nuvant Consulting Group is seeking a Remote Account Advisor to support individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions.

This role emphasizes relationship-building, problem-solving, and remote work flexibility with opportunities for career advancement in a growing team.

Qualifications

• Strong communication and relationship-building skills.
• Comfortable working remotely and independently.
• Experience in client service or sales is a plus but not required.

Responsibilities

• Engage with new and prospective clients through outreach and follow-ups.
• Understand each client’s financial goals and decision-making process.
• Recommend solutions that align with their needs.
• Guide clients through onboarding and product implementation.
• Maintain accurate records in CRM tools.
• Support clients with regular check-ins and ongoing service.

Skills

Communication

Relationship-building

Remote work

Independent work

Sales experience

Education

High school diploma

College degree preferred

Job description

Remote Account Advisor

About the Role

We’re hiring Remote Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and remote work flexibility.

Core Responsibilities

• Engage with new and prospective clients through outreach and follow-ups
• Understand each client’s financial goals and decision-making process
• Recommend solutions that align with their needs
• Guide clients through onboarding and product implementation
• Maintain accurate records in CRM tools
• Support clients with regular check-ins and ongoing service

Qualifications

• High school diploma or college degree preferred
• Strong communication and relationship-building skills
• Comfortable working remotely and independently
• Experience in client service or sales is a plus but not required
  

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 work-from-home schedule
• Advancement opportunities with a growing company
• A collaborative, mission-driven remote team environment