Remote Account Advisor for Client Solutions & Growth

Nuvant Consulting Group; San Diego (CA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Benefits package

401k

PTO

Job summary

Nuvant Consulting Group is hiring a Virtual Account Representative to act as the first point of contact for prospective clients and guide them toward next steps in our financial solutions journey.

You will initiate outreach, respond to inquiries, and qualify client needs while maintaining accurate CRM records. This role supports a remote-friendly, team-oriented environment with opportunities for advancement.

Qualifications

• Client-facing role experience preferred.
• Strong verbal and written communication skills.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with good follow-up skills.
• Previous sales/appointment setting experience is a plus.

Responsibilities

• Initiate outbound calls, emails, and messages to potential clients.
• Respond promptly to inbound inquiries and guide clients through initial questions.
• Engage in conversations to uncover client needs and goals.
• Clearly explain service offerings and next steps.

Skills

Outgoing communication

Client-facing

Remote work

CRM/logging

Active listening

Education

High school diploma

College degree preferred

Tools

CRM software

Job description

Nuvant Consulting Group is hiring a Virtual Account Representative to act as the first point of contact for prospective clients and guide them toward next steps in our financial solutions journey.

You will initiate outreach, respond to inquiries, and qualify client needs while maintaining accurate CRM records. This role supports a remote-friendly, team-oriented environment with opportunities for advancement.