Remote Financial Solutions Advisor

Nuvant Consulting Group; Lexington (KY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive base salary and bonuses

Comprehensive benefits package

Flexible work-from-home options

Comprehensive training and onboarding

Growth opportunities

Job summary

Nuvant Consulting Group is seeking a Virtual Account Advisor to engage with potential clients, guide discovery, and tailor financial service solutions. You’ll manage outreach, qualify client goals, and support a smooth onboarding process.

The role emphasizes consultative selling, strong communication, and building lasting client relationships, with remote-friendly scheduling and access to comprehensive benefits.

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

College degree

Job description

Nuvant Consulting Group is seeking a Virtual Account Advisor to engage with potential clients, guide discovery, and tailor financial service solutions. You’ll manage outreach, qualify client goals, and support a smooth onboarding process.

The role emphasizes consultative selling, strong communication, and building lasting client relationships, with remote-friendly scheduling and access to comprehensive benefits.