Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities within a CRM to maintain client rapport.
Nuvant Consulting Group
54 Remote Job Openings at Nuvant Consulting Group
Act as the first point of contact for potential clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.
Virtual Client Onboarding Representative
Nuvant Consulting Group
·
Full Time
·
11 hours ago
Nuvant Consulting Group
Serve as the primary virtual contact for new clients to introduce financial solutions and guide them through the onboarding process. Responsibilities include conducting outbound outreach, discovering client goals, and scheduling follow-up appointments.
Remote Client Account Specialist
Nuvant Consulting Group
·
Full Time
·
11 hours ago
Nuvant Consulting Group
Act as the first point of contact for clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.
Virtual Client Consultant
Nuvant Consulting Group
·
Full Time
·
11 hours ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. The consultant is responsible for uncovering client goals, recommending next steps, and scheduling follow-up appointments.
The Account Advisor engages with new and prospective clients to understand their financial goals and recommend tailored solutions. They guide clients through onboarding and provide ongoing support and regular check-ins.
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments.
Virtual Client Onboarding Representative
Nuvant Consulting Group
·
Full Time
·
5 days ago
Nuvant Consulting Group
Serve as the primary virtual contact for new clients to introduce financial solutions and discover their goals. Responsibilities include conducting outbound outreach, scheduling follow-ups, and maintaining accurate records in the CRM.
Work From Home Account Manager
Nuvant Consulting Group
·
Full Time
·
5 days ago
Nuvant Consulting Group
Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in a CRM and support retention efforts through ongoing communication.
The role involves connecting with prospective clients to understand their financial goals and presenting tailored financial solutions. The associate will also manage client onboarding and maintain detailed activity logs within CRM tools.
The role involves conducting outbound outreach and qualifying leads to guide potential clients toward tailored financial solutions. It also includes managing the initial sales cycle and ensuring a smooth onboarding process for new clients.
Work From Home Account Associate
Nuvant Consulting Group
·
Full Time
·
7 days ago
Nuvant Consulting Group
The role involves reaching out to potential clients via phone and email to recommend financial services. The associate will guide clients through onboarding and track all activities within a CRM system.
Business Solutions Representative
Nuvant Consulting Group
·
Full Time
·
7 days ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. Responsibilities include assessing client needs, recommending services, and managing the onboarding process.
Virtual Client Representative
Nuvant Consulting Group
·
Full Time
·
7 days ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments.
The role involves connecting with clients to provide personalized financial recommendations and guiding them through the onboarding process. It also requires maintaining detailed client records in CRM systems and conducting periodic check-ins to ensure satisfaction.
The role involves managing inbound and outbound communications to help clients access personalized financial solutions. Responsibilities include tracking activity in a CRM and supporting client retention efforts.
The agent will guide clients through personalized insurance solutions and maintain strong professional relationships. Key tasks include conducting meetings, recommending tailored strategies, and expanding the client network through outreach and referrals.
The Virtual Consultant initiates contact with potential clients via calls and emails to introduce financial solutions. They are responsible for uncovering client needs, recommending next steps, and scheduling follow-up appointments.
Act as the first point of contact for clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.
Virtual Account Representative
Nuvant Consulting Group
·
Full Time
·
12 days ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include identifying client needs, scheduling follow-ups, and maintaining accurate records in the CRM.
Business Relations Advisor
Nuvant Consulting Group
·
Full Time
·
12 days ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will act as a trusted resource, managing the onboarding process and collaborating with internal teams to improve client experience.
Virtual Sales & Client Onboarding Representative
Nuvant Consulting Group
·
Full Time
·
12 days ago
Nuvant Consulting Group
Serve as the primary virtual contact for new clients to introduce financial solutions and guide them through the onboarding process. Responsibilities include conducting outbound outreach, discovering client goals, and scheduling follow-up appointments while maintaining CRM records.
The role involves engaging with new and prospective clients to provide tailored financial solutions. Responsibilities include guiding clients through onboarding and maintaining accurate records in CRM tools.
The role involves managing inbound and outbound communications to help clients access personalized financial solutions. Responsibilities include aligning services with client goals and maintaining accurate records in the CRM.
Remote Account Representative
Nuvant Consulting Group
·
Full Time
·
15 days ago
Nuvant Consulting Group
The role involves connecting with prospective clients to understand their financial goals and presenting tailored financial solutions. The representative is also responsible for managing client onboarding and maintaining detailed activity logs in CRM tools.
Business Solutions Advisor
Nuvant Consulting Group
·
Full Time
·
15 days ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will manage the onboarding process and collaborate with internal teams to enhance the client experience.
The Virtual Representative initiates contact with potential clients via calls and emails to introduce financial solutions. They are responsible for uncovering client needs, scheduling follow-up appointments, and maintaining accurate records in the CRM.
The role involves conducting outbound and inbound outreach to help individuals and small businesses find personalized financial solutions. Responsibilities include performing needs assessments, guiding clients through onboarding, and maintaining accurate CRM records.
Work From Home Account Specialist
Nuvant Consulting Group
·
Full Time
·
19 days ago
Nuvant Consulting Group
Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in a CRM and support retention efforts through ongoing communication.
The role involves conducting outbound outreach and qualifying leads to guide potential clients toward tailored financial solutions. It also includes managing the initial sales cycle and ensuring a smooth onboarding process for new clients.
Business Solutions Consultant
Nuvant Consulting Group
·
Full Time
·
19 days ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The consultant will assess client needs and collaborate with internal teams to ensure a seamless onboarding experience.
Remote Account Sales Specialist
Nuvant Consulting Group
·
Full Time
·
19 days ago
Nuvant Consulting Group
The role involves managing inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Responsibilities include aligning solutions with client goals and maintaining accurate records in the CRM.
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments.
The role involves managing inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Responsibilities include aligning solutions with client goals and maintaining accurate records in the CRM.
The role involves connecting with prospective and existing clients to provide personalized financial solutions and recommendations. Responsibilities include managing client onboarding, maintaining CRM records, and conducting periodic check-ins to ensure satisfaction.
Work From Home Account Specialist
Nuvant Consulting Group
·
Full Time
·
21 days ago
Nuvant Consulting Group
The role involves managing inbound and outbound communications to help clients access personalized financial solutions. Responsibilities include tracking activity in a CRM and supporting client retention efforts.
Virtual Account Representative
Nuvant Consulting Group
·
Full Time
·
21 days ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Key tasks include uncovering client needs, recommending next steps, and scheduling follow-up appointments.
Business Relations Advisor
Nuvant Consulting Group
·
Full Time
·
21 days ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will act as a trusted resource, managing the onboarding process and collaborating with internal teams to improve client experience.
Virtual Client Coordinator
Nuvant Consulting Group
·
Full Time
·
25 days ago
Nuvant Consulting Group
Act as the first point of contact to engage potential clients through calls and emails to identify their financial needs. Coordinate next steps by presenting service options and scheduling follow-up appointments with specialized team members.
Virtual Client Representative
Nuvant Consulting Group
·
Full Time
·
25 days ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments while maintaining CRM records.
Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities within a CRM to maintain client rapport.
The role involves conducting outbound outreach and qualifying leads to guide potential clients toward tailored financial solutions. It also includes managing the initial sales cycle and ensuring a smooth onboarding process for new clients.
Remote Client Account Associate
Nuvant Consulting Group
·
Full Time
·
25 days ago
Nuvant Consulting Group
The associate serves as the first point of contact for clients to understand their financial goals and recommend tailored solutions. They guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.
Remote Account Sales Specialist
Nuvant Consulting Group
·
Full Time
·
a month ago
Nuvant Consulting Group
Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in a CRM and support retention efforts through ongoing communication.
The Account Associate serves as the primary contact for clients to identify their financial needs and match them with appropriate solutions. Responsibilities include managing inbound inquiries, guiding clients through onboarding, and maintaining long-term satisfaction.
The role involves managing inbound and outbound communications to help clients access personalized financial solutions. Responsibilities include aligning services with client goals and maintaining accurate records in the CRM.
Work From Home Virtual Account Advisor
Nuvant Consulting Group
·
Full Time
·
a month ago
Nuvant Consulting Group
Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities using a CRM to maintain client rapport.
Business Relations Advisor
Nuvant Consulting Group
·
Full Time
·
a month ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will act as a trusted resource, managing the onboarding process and collaborating with internal teams to improve client experience.
Virtual Client Onboarding Representative
Nuvant Consulting Group
·
Full Time
·
a month ago
Nuvant Consulting Group
Serve as the primary virtual contact for new clients to introduce financial solutions and discover their goals. Responsibilities include initiating outbound outreach, scheduling follow-ups, and maintaining accurate records in the CRM.
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. The consultant is responsible for uncovering client needs, recommending next steps, and scheduling follow-up appointments.
Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities within a CRM to maintain client rapport.
Remote Client Account Specialist
Nuvant Consulting Group
·
Full Time
·
a month ago
Nuvant Consulting Group
Act as the first point of contact for potential clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.
Act as the first point of contact for potential clients to understand their financial goals and recommend tailored solutions. Guide clients through the onboarding process and maintain regular contact to ensure satisfaction and retention.
Virtual Client Sales Coordinator
Nuvant Consulting Group
·
Full Time
·
3 months ago
Nuvant Consulting Group
The Virtual Client Sales Coordinator acts as the primary point of contact to engage potential clients and identify their financial needs. They are responsible for managing outbound communications, scheduling appointments, and maintaining accurate records in the CRM system.
