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Skills
Business Developmentunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Financial Servicesunmatched
High School Diplomaunmatched
Onboardingunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Salesunmatched
Work From Homeunmatched
Writing Skillsunmatched
Description
Virtual Account AdvisorAbout the Role: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