Remote Financial Services Account Advisor

Nuvant Consulting Group; Lexington (KY); Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Bonuses

Benefits

401k

Paid time off

Remote work

Training

Job summary

Nuvant Consulting Group in Lexington, KY is seeking Virtual Account Advisors to connect with individuals exploring financial services, guide them through discovery, and tailor solutions that support their personal or business goals.

You will engage with new leads via calls, emails, and digital platforms, determine client goals, and coordinate a seamless onboarding process while leveraging a CRM to track outreach and nurture long-term relationships.

Qualifications

• High school diploma or college degree preferred.
• Excellent verbal and written communication skills.
• Confidence in client-facing conversations and guiding decisions.
• Experience in sales, business development, or client services is a plus.

Responsibilities

• Engage with new leads through calls, emails, and digital platforms.
• Determine client goals and recommend best-fit services and solutions.
• Educate clients on next steps and facilitate seamless onboarding.
• Track all outreach activity and manage follow-up communication in CRM.
• Build long-term client rapport and ensure satisfaction.

Skills

Communication

Client service

Sales experience

Confident in client conversations

Education

High school diploma or college degree

Tools

CRM

Job description

Nuvant Consulting Group in Lexington, KY is seeking Virtual Account Advisors to connect with individuals exploring financial services, guide them through discovery, and tailor solutions that support their personal or business goals.

You will engage with new leads via calls, emails, and digital platforms, determine client goals, and coordinate a seamless onboarding process while leveraging a CRM to track outreach and nurture long-term relationships.