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Remote Client Advisor

Posted 2 days ago
Sales / Business
Full Time
Worldwide

Overview

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.

In Short

  • 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

Requirements

  • 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

Benefits

  • 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

N.C.G

Nuvant Consulting Group

Nuvant Consulting Group is a dynamic organization dedicated to providing tailored financial solutions for individuals and small businesses. With a focus on client interaction and relationship-building, the company offers a supportive remote work environment that encourages flexibility and independence. Nuvant Consulting Group values proactive, client-focused professionals who are committed to helping clients navigate their financial goals. The company fosters a collaborative culture and provides opportunities for career advancement, along with a comprehensive benefits package and performance-based incentives.

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