Remote Virtual Account Advisor for Client Solutions

Nuvant Consulting Group; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Paid time off

Remote work

Training program

Growth opportunities

Job summary

Nuvant Consulting Group is seeking a Virtual Account Advisor to connect with individuals exploring financial services, guide them through discovery, and recommend tailored solutions that meet their personal or business goals.

In this remote role, you’ll engage leads via calls, emails, and digital channels, determine client goals, onboard smoothly, and maintain ongoing CRM activity to build lasting relationships and satisfaction.

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 conversations

Sales experience

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is seeking a Virtual Account Advisor to connect with individuals exploring financial services, guide them through discovery, and recommend tailored solutions that meet their personal or business goals.

In this remote role, you’ll engage leads via calls, emails, and digital channels, determine client goals, onboard smoothly, and maintain ongoing CRM activity to build lasting relationships and satisfaction.