Virtual Account Advisor

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🔥 7 hours ago

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Nuvant Consulting Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🏢 Enterprise

B2B • Enterprise

Nuvant Consulting Group is a senior-led business consulting firm that partners with organizations to clarify strategy, optimize operations, and build the capabilities needed for sustainable growth. The firm offers strategy & growth, operations & process, financial advisory, organizational development, change & transformation, and fractional leadership services, emphasizing hands-on, outcomes-focused engagements where senior advisors stay involved through implementation and capability transfer.

📋 Description

• Connect with individuals exploring financial services. • Guide clients through the discovery process. • Recommend tailored solutions that support their personal or business goals. • 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.