LinkedIn and 3rd parties use essential and non-essential cookies to provide, secure, analyze and improve our Services, and to show you relevant ads (including professional and job ads) on and off LinkedIn. Learn more in our Cookie Policy.
Select Accept to consent or Reject to decline non-essential cookies for this use. You can update your choices at any time in your settings.
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
Seniority level
Entry level
Employment type
Full-time
Job function
Sales, General Business, and Education
Industries
Wireless Services, Telecommunications, and Communications Equipment Manufacturing
Referrals increase your chances of interviewing at Nuvant Consulting Group by 2x
