Virtual Account Advisor
Nuvant Consulting GroupBirmingham, AL
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
Virtual Account AdvisorAbout 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
- 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
- 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
Powered by JazzHR
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Virtual Account Advisor Jobs at Nuvant Consulting Group
What is the work location for this position at Nuvant Consulting Group?
This job at Nuvant Consulting Group is located in Birmingham, AL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Nuvant Consulting Group?
Employer has not shared pay details for this role.
What employment applies to this position at Nuvant Consulting Group?
Nuvant Consulting Group lists this role as a Full-time position.
What experience level is required for this role at Nuvant Consulting Group?
Nuvant Consulting Group is looking for a candidate with "Senior-level" experience level.
Does Nuvant Consulting Group allow remote work for this role?
Yes, this position at Nuvant Consulting Group supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Nuvant Consulting Group for this role?
Nuvant Consulting Group offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Nuvant Consulting Group?
You can apply for this role at Nuvant Consulting Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.