Work From Home Virtual Account Advisor

Nuvant Consulting Group; United States; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Bonuses & incentives

Benefits package (medical, dental, 401

Flexible scheduling (work from home)

Training & onboarding

Growth opportunities

Job summary

Nuvant Consulting Group is hiring a Work From Home Virtual Account Advisor to engage with leads via calls, email, and digital channels, guiding clients toward tailored financial service solutions. You’ll help define goals, recommend best-fit offerings, and support smooth onboarding.

The role emphasizes clear communication, client-facing confidence, and a track record in sales or client services. Remote work enables flexible scheduling and ongoing growth opportunities.

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 outreach activity and follow-up communications in CRM; build long-term client rapport

Skills

Excellent verbal and written comms

Confidence in client-facing convos

Sales/business dev/client services exp

Education

High school diploma or college degree preferred

Job description

About the Role

Work From Home 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