Remote Account Advisor — Guide Clients to Solutions

Nuvant Consulting Group; United States; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Bonuses & incentives

Benefits package (medical, dental, 401

Flexible scheduling (work from home)

Training & onboarding

Growth opportunities

Job summary

Nuvant Consulting Group is hiring a Work From Home Virtual Account Advisor to engage with leads via calls, email, and digital channels, guiding clients toward tailored financial service solutions. You’ll help define goals, recommend best-fit offerings, and support smooth onboarding.

The role emphasizes clear communication, client-facing confidence, and a track record in sales or client services. Remote work enables flexible scheduling and ongoing growth opportunities.

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.

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 outreach activity and follow-up communications in CRM; build long-term client rapport

Skills

Excellent verbal and written comms

Confidence in client-facing convos

Sales/business dev/client services exp

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is hiring a Work From Home Virtual Account Advisor to engage with leads via calls, email, and digital channels, guiding clients toward tailored financial service solutions. You’ll help define goals, recommend best-fit offerings, and support smooth onboarding.

The role emphasizes clear communication, client-facing confidence, and a track record in sales or client services. Remote work enables flexible scheduling and ongoing growth opportunities.