Remote Client Success & Solutions Advisor

Nuvant Consulting Group; Orlando (FL); Remote; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses

Comprehensive benefits package

Flexible scheduling

Opportunities for growth

Job summary

A financial services provider in Orlando is seeking Virtual Account Advisors to connect with clients exploring financial services. In this role, you’ll guide individuals through the discovery process and recommend tailored solutions that support their goals. Candidates should possess strong communication skills and preferably have experience in sales or client services. The company offers a competitive salary, benefits package, and flexible scheduling options, including remote work.

Qualifications

• Strong communication skills are essential for client interactions.
• Prior experience in sales or client services is advantageous.
• Ability to guide clients towards suitable financial solutions.

Responsibilities

• Engage with new leads through calls and emails.
• Educate clients on services and facilitate onboarding.
• Manage communication and follow-up in CRM.

Skills

Excellent verbal and written communication skills

Confidence in client-facing conversations

Sales experience

Education

High school diploma or college degree

Job description

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