Remote Client Advisor

Nuvant Consulting Group; United States; Remote; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses

Comprehensive benefits package

Flexible scheduling options

Advancement opportunities

Job summary

A financial consulting firm is looking for Remote Client Advisors to assist individuals and small businesses with personalized financial solutions. In this role, you will initiate contact with clients, assess their needs, and recommend suitable services. Strong communication skills and the ability to build rapport quickly are essential. This fully remote position offers a competitive salary, performance bonuses, and flexible scheduling options, promoting a supportive remote culture.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to build rapport quickly and guide conversations.
• Previous experience in sales or client services is a plus.

Responsibilities

• Initiate outbound calls and respond to client inquiries.
• Conduct needs assessments to understand client objectives.
• Recommend services and guide clients through onboarding.
• Manage follow-up outreach and relationship-building activities.

Skills

Strong communication and interpersonal skills

Ability to build rapport quickly

Self-motivated and organized

Education

High school diploma or college degree preferred

Job description

Remote Client Advisor

About the Role

Nuvant is hiring Remote Client Advisors to help individuals and small businesses explore personalized financial solutions. In this role, you’ll connect with prospects, learn about their needs, and provide guidance on the services that best fit their goals.

Core Responsibilities

• Initiate outbound calls and respond to inbound client inquiries
• Conduct needs assessments to understand personal or business objectives
• Recommend appropriate services and walk clients through the onboarding process
• Manage follow-up outreach and relationship‑building activities
• Maintain accurate CRM records and activity logs

Qualifications

• High school diploma or college degree preferred
• Strong communication and interpersonal skills
• Ability to build rapport quickly and guide conversations toward a clear next step
• Self‑motivated, organized, and comfortable working remotely
• Previous experience in sales, business development, or client services is 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.
• Fully remote environment with flexible scheduling options
• Advancement opportunities and growth potential
• A professional and collaborative remote culture