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Remote Client Advisor at Nuvant Consulting Group
, , United States -
Full Time

Start Date

Immediate

Expiry Date

03 Jul, 26

Salary

80000.0

Posted On

04 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication, Interpersonal skills, Sales, Business development, Client services, Needs assessment, Relationship building, CRM management, Outbound calling, Inbound inquiry handling, Onboarding, Self-motivation, Organization

Industry

Business Consulting and Services

Description
Remote Client Advisor About the Role: Nuvant is hiring Remote Client Advisors to help individuals and small businesses explore personalized financial solutions. In this role, you’ll connect with prospects, learn about their needs, and provide guidance on the services that best fit their goals. Core Responsibilities Initiate outbound calls and respond to inbound client inquiries Conduct needs assessments to understand personal or business objectives Recommend appropriate services and walk clients through the onboarding process Manage follow-up outreach and relationship-building activities Maintain accurate CRM records and activity logs Qualifications High school diploma or college degree preferred Strong communication and interpersonal skills Ability to build rapport quickly and guide conversations toward a clear next step Self-motivated, organized, and comfortable working remotely Previous experience in sales, business development, or client services is 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. Fully remote environment with flexible scheduling options Advancement opportunities and growth potential A professional and collaborative remote culture
Responsibilities
The role involves initiating outbound calls and managing inbound inquiries to conduct needs assessments for clients. Advisors are responsible for recommending financial services, guiding clients through onboarding, and maintaining accurate CRM records.