Virtual Account Advisor

Nuvant Consulting Group; Las Vegas (NV); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid time off

Flexible scheduling

Training and onboarding

Growth opportunities

Job summary

Nuvant Consulting Group in the United States is seeking a Virtual Account Advisor to connect with individuals exploring financial services, guide them through the discovery process, and tailor recommendations that support their personal or business goals.

You will engage with leads by phone, email, and digital channels, determine client objectives, present best-fit solutions, and ensure a smooth onboarding. The role offers flexible scheduling, comprehensive training, and opportunities for growth.

Qualifications

• Strong communication skills, both verbal and written.
• Ability to guide clients toward decisions and next steps.
• 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 onboarding.
• Track outreach activity and manage follow-up communications in CRM; build long-term client rapport.

Skills

Excellent communication

Verbal communication

Written communication

CRM experience

Education

High school diploma or college degree preferred

Tools

CRM software

Job description

Virtual Account Advisor

Nuvant is seeking Virtual Account Advisors to join our growing team. In this role, you'll connect with individuals exploring financial services, guide them through the discovery process, and recommend tailored solutions that support their personal or business goals.

Core 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 CRMBuild long-term client rapport and ensure 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

What We Offer

• Competitive base salary plus performance-based bonuses and incentives.
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
• Flexible scheduling options with the ability to work from home
• Comprehensive training and onboarding
• Opportunities for growth and advancement