Remote Client Advisor for Growth & Solutions

Nuvant Consulting Group; United States; Remote; USD 42,000 - 68,000; 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

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.