Remote Financial Solutions Advisor

Nuvant Consulting Group; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary plus performance bonuses and incentives

Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off

Flexible remote work schedule with structured support

Career growth opportunities within a rapidly expanding company

Collaborative, mission-driven remote team culture

Job summary

Nuvant Consulting Group is seeking a Remote Account Executive to help individuals and small businesses find suitable financial solutions. In this role, you'll connect with clients, understand their unique needs, and guide them to the right financial choices. The ideal candidate is organized, excels in communication, and can manage multiple accounts independently. We offer a competitive salary with bonuses, comprehensive benefits, and a supportive remote work environment with growth opportunities.

Qualifications

• Comfortable working independently in a remote environment.
• Prior experience in account management, client services, or sales is a plus.

Responsibilities

• Connect with prospective and existing clients through calls, emails, and follow-ups.
• Learn about each client’s goals and provide personalized recommendations.
• Support clients through onboarding and ensure smooth product setup.
• Maintain accurate and detailed client records in CRM systems.
• Conduct periodic check-ins to provide ongoing support and strengthen relationships.
• Collaborate with internal teams to ensure client satisfaction and success.

Skills

Excellent communication and interpersonal skills

Strong organizational skills

Ability to manage multiple client accounts

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is seeking a Remote Account Executive to help individuals and small businesses find suitable financial solutions. In this role, you'll connect with clients, understand their unique needs, and guide them to the right financial choices. The ideal candidate is organized, excels in communication, and can manage multiple accounts independently. We offer a competitive salary with bonuses, comprehensive benefits, and a supportive remote work environment with growth opportunities.