Virtual Account Advisor Job at Nuvant Consulting Group, Jacksonville, FL

aGphdVVBbFp4dHNaT09rMldvdXkyNHNtNFE9PQ==
  • Nuvant Consulting Group
  • Jacksonville, FL

Job Description

Job Description

Job Description

Virtual Account Advisor

About 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
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

Powered by JazzHR

UAdoeGJfHl

Job Tags

Flexible hours,

Similar Jobs

SGS Consulting

SAP ABAP Developer Job at SGS Consulting

 ...will involve effectively implementing and providing on-going support for Employee Central Payroll extensions and integrations using SAP ABAP, Schemas, CPI, and other technologies. Additionally, you will mentor other team members as we grow the team to support Employee... 

Pursuit Collection

Bartender Job at Pursuit Collection

Job Description At Pursuit, we offer more than just a place to visit, we create opportunities for our guests to truly connect with iconic destinations. Our experiences include world-class attractions and distinctive lodges, all designed to highlight the unique beauty...

The Pivot Group Network

Cost Accountant - Charlotte Area Job at The Pivot Group Network

 ...Cost Accountant | Charlotte, MI Salary Range: $64,000 - $97,000 depending on experience Are you ready to take on a challenging and rewarding opportunity in {{role_field}}? The Pivot Group is committed to building meaningful connections in manufacturing... 

Mid Oregon Personnel

Junior Commercial Property Manager Job at Mid Oregon Personnel

 ...Job Description Job Description Junior Property Manager Location: Bend, OR Employment Type: Full-Time Were seeking a detail-oriented and proactive Junior Property Manager to help oversee a portfolio of commercial properties. In this role, youll serve as... 

Vermont Staffing

Agricultural Equipment Operators Job at Vermont Staffing

 ...employment specified in Section A. Box 3 & 4. Stonewood Farm, Inc. is an open range operation calling for a temporary need for workers for processing...  ...clean to USDA specifications any and all rooms and equipment including blood pans, rendering barrels, floors, toilets...