Remote Client Solutions Advisor

Nuvant Consulting Group; Raleigh (NC); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Work from home

Training & onboarding

Growth opportunities

Job summary

Nuvant Consulting Group is seeking a Virtual Account Advisor to help individuals explore financial services, guide discovery, and tailor solutions to goals. You will connect with leads via calls, emails, and digital platforms and support a seamless onboarding process.

The role offers a competitive base salary with bonuses, a comprehensive benefits package, and flexible scheduling with work-from-home options, plus training and clear opportunities for growth.

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 all outreach activity and manage follow-up communication in CRM.
• Build long-term client rapport and ensure satisfaction.

Skills

Verbal communication

Written communication

Client-facing

Sales experience

Education

High school diploma or college degree

Tools

CRM software

Job description

Nuvant Consulting Group is seeking a Virtual Account Advisor to help individuals explore financial services, guide discovery, and tailor solutions to goals. You will connect with leads via calls, emails, and digital platforms and support a seamless onboarding process.

The role offers a competitive base salary with bonuses, a comprehensive benefits package, and flexible scheduling with work-from-home options, plus training and clear opportunities for growth.