Remote Client Advisor – Financial Solutions

Nuvant Consulting Group; Providence (RI); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Paid time off

Job summary

Nuvant Consulting Group is hiring Virtual Account Representatives to help prospective clients explore financial solutions aligned with their goals. You’ll be a key first contact to introduce services and guide clients toward the next step.

The role emphasizes outbound and inbound outreach, listening to client needs, and coordinating with the team. A work-from-home setup is supported with a professional, client-focused culture.

Qualifications

• Strong client-facing communication skills and professional phone etiquette.
• Reliable home-based work setup with strong internet connection.
• Experience in sales, appointment setting, or client-facing roles is a plus.
• High school diploma or college degree preferred.

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 recommend next steps.
• Schedule follow-up calls or connect clients with the right team members.
• Log interactions and maintain accurate notes in our CRM.

Skills

Outbound communication

CRM usage

Active listening

Organization

Education

High school diploma or college degree

Tools

CRM systems

Job description

Nuvant Consulting Group is hiring Virtual Account Representatives to help prospective clients explore financial solutions aligned with their goals. You’ll be a key first contact to introduce services and guide clients toward the next step.

The role emphasizes outbound and inbound outreach, listening to client needs, and coordinating with the team. A work-from-home setup is supported with a professional, client-focused culture.