Account Advisor
Nuvant Consulting GroupPhiladelphia, PA
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.
Overview
Schedule
Full-time
Career level
Senior-level
Remote
Remote
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Account AdvisorAbout the Role:We’re hiring Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and work flexibility.Core Responsibilities
- Engage with new and prospective clients through outreach and follow-ups
- Understand each client’s financial goals and decision-making process
- Recommend solutions that align with their needs
- Guide clients through onboarding and product implementation
- Maintain accurate records in CRM tools
- Support clients with regular check-ins and ongoing service
- High school diploma or college degree preferred
- Strong communication and relationship-building skills
- Comfortable working independently
- Experience in client service or sales is a plus but not required
- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Flexible work-from-home schedule
- Advancement opportunities with a growing company
- A collaborative, mission-driven team environment
Powered by JazzHR
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.