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Nuvant Consulting Group

Remote Client Advisor

Posted a month ago
United States
$65000 - $80000 per year
0-2 years experience
crm communication onboarding hiring
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AI Summary

The role involves initiating outbound calls and responding to inbound inquiries to conduct needs assessments for clients. You will also be responsible for recommending services, managing the onboarding process, and maintaining accurate CRM records.

Remote Client Advisor

About the Role:

Nuvant is hiring Remote Client Advisors to help individuals and small businesses explore personalized financial solutions. In this role, you’ll connect with prospects, learn about their needs, and provide guidance on the services that best fit their goals.

Core Responsibilities
  • Initiate outbound calls and respond to inbound client inquiries
  • Conduct needs assessments to understand personal or business objectives
  • Recommend appropriate services and walk clients through the onboarding process
  • Manage follow-up outreach and relationship-building activities
  • Maintain accurate CRM records and activity logs

Qualifications
  • High school diploma or college degree preferred
  • Strong communication and interpersonal skills
  • Ability to build rapport quickly and guide conversations toward a clear next step
  • Self-motivated, organized, and comfortable working remotely
  • Previous experience in sales, business development, or client services is 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.
  • Fully remote environment with flexible scheduling options
  • Advancement opportunities and growth potential
  • A professional and collaborative remote culture
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