Virtual Account Advisor

About The RoleNuvant 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 ResponsibilitiesEngage with new leads through calls, emails, and digital platformsDetermine client goals and recommend the best-fit services and solutionsEducate clients on next steps and facilitate a seamless onboarding processTrack all outreach activity and manage follow-up communication in CRMBuild long-term client rapport and ensure satisfactionQualificationsHigh school diploma or college degree preferredExcellent verbal and written communication skillsConfidence in client-facing conversations and guiding people toward decisionsPrior experience in sales, business development, or client services a plusWhat We OfferCompetitive 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 homeComprehensive training and onboardingOpportunities for growth and advancementPowered by JazzHR