Virtual Account Advisor

Nuvant Consulting Group; Orlando (FL); On-site; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses

Comprehensive benefits package

Flexible scheduling

Opportunities for growth

Job summary

A financial services provider in Orlando is seeking Virtual Account Advisors to connect with clients exploring financial services. In this role, you’ll guide individuals through the discovery process and recommend tailored solutions that support their goals. Candidates should possess strong communication skills and preferably have experience in sales or client services. The company offers a competitive salary, benefits package, and flexible scheduling options, including remote work.

Qualifications

• Strong communication skills are essential for client interactions.
• Prior experience in sales or client services is advantageous.
• Ability to guide clients towards suitable financial solutions.

Responsibilities

• Engage with new leads through calls and emails.
• Educate clients on services and facilitate onboarding.
• Manage communication and follow-up in CRM.

Skills

Excellent verbal and written communication skills

Confidence in client-facing conversations

Sales experience

Education

High school diploma or college degree

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 CRM
• Build 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