Virtual Account Advisor
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AI Summary
The role involves engaging new leads via digital platforms to recommend tailored financial solutions based on client goals. It also requires managing the onboarding process and tracking all outreach activities within a CRM.
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
Qualifications
What We Offer
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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