Virtual Account Advisor

Virtual Account Advisor About 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 Comprehensive training and onboarding Opportunities for growth and advancement Powered by JazzHR