Virtual Account Advisor

Nuvant Consulting Group; Raleigh (NC); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Work from home

Training & onboarding

Growth opportunities

Job summary

Nuvant Consulting Group is seeking a Virtual Account Advisor to help individuals explore financial services, guide discovery, and tailor solutions to goals. You will connect with leads via calls, emails, and digital platforms and support a seamless onboarding process.

The role offers a competitive base salary with bonuses, a comprehensive benefits package, and flexible scheduling with work-from-home options, plus training and clear opportunities for growth.

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 or college degree

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 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