Virtual Account Advisor Job at Nuvant Consulting Group LLC, Lexington, KY

  • Nuvant Consulting Group LLC
  • Lexington, KY

Job Description

Virtual Account Advisor

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
Nuvant Consulting Group LLC

Job Tags

Flexible hours

Similar Jobs

Polaris Freightways

Entry Level CDL-A Driver - Paid Training and Home Weekly Job at Polaris Freightways

 ...Job Description Job Description You completed CDL school and earned your Class A license. Now you need a company willing to give...  ..., and a comprehensive benefits package.No professional driving experience is required. CDL-school graduates who have completed at least 1... 

Cynet Health

Travel Emergency Medical Technician (EMT) - $1,514 per week in Ottumwa, IA Job at Cynet Health

 ...experience - Prehospital experience Description: No driving involved. The EMT employee will need to drive the ambulance. Candidates must be 60 miles or greater to be considered for travel. MUST have an Iowa background check to clear (Criminal and Child Abuse... 

Diesel Driving Academy

Training CDL-A Driver - Job Placement Job at Diesel Driving Academy

 ...CDL Training For Today's Truck Driving Jobs Requirements ~21 years of age or older ~ Valid Driver's License For over...  ...assistance for those who qualify. No previous truck driving experience is required. Our hands-on training will teach you everything... 

Pocket Worlds

Product Designer Job at Pocket Worlds

 ...Product Designer Role At Highrise Highrise is a social platform and virtual world with millions of players around the globe. Identity,...  .... We hire on the work. This role fits two kinds of people: a junior designer with rare talent whose portfolio already outclasses... 

gpac

Entry Level Recruiter, Remote! Job at gpac

 ...Recruiting Partner Transform Careers and Lives with gpac gpac (Growing People and Companies) has grown from a small, family-owned business into one of the nation's top recruiting firms over the last 30+ years. Our success is built on relationships, results, and a...