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Virtual Account Advisor

Nuvant Consulting Group

Role overview

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

Key facts

Hard skills

Business Development Client Services Microsoft Dynamics CRM Customer Engagement

Other skills

  • Sales
  • Communication
  • Social Skills
  • Problem Solving

About the company

Nuvant Consulting Group logo

Nuvant Consulting Group

Company details

Links

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Job description

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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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