Virtual Account Advisor

Nuvant Consulting Group • Raleigh, NC

1d • $60,000 - $75,000

About The Position

Nuvant is seeking Virtual Account Advisors to connect with individuals exploring financial services, guide them through the discovery process, and recommend tailored solutions that support personal or business goals. The role involves engaging new leads, determining client needs, educating clients about next steps, facilitating onboarding, tracking outreach in a CRM, and building long-term client relationships.

Requirements

• High school diploma or college degree preferred.
• Excellent verbal and written communication skills.
• Confidence in client-facing conversations and guiding people toward decisions.

Nice To Haves

• Prior experience in sales, business development, or client services.

Responsibilities

• Engage with new leads through calls, emails, and digital platforms.
• Determine client goals and recommend suitable services and solutions.
• Educate clients on next steps and facilitate a seamless onboarding process.
• Track outreach activity and manage follow-up communication in a CRM.
• Build long-term client rapport and ensure client satisfaction.

Benefits

• Competitive base salary plus performance-based bonuses and incentives.
• 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.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED