Virtual Account Advisor

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

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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