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

DriveLine Solutions & Compliance

Class A Lease Purchase Driver Job at DriveLine Solutions & Compliance

 ...Class A CDL Flatbed Truck Driver Lease Purchase Owner Operator Start ASAP! POSITION DETAILS: Average $1,400 to $2,100 Per Week One, Two, and Three-Year Lease Purchase Options Available No Money Down No Credit Check Requirements Must be at least... 

Uniti Med

Travel Postpartum RN Job at Uniti Med

Job Description Uniti Med is seeking a travel nurse RN Post Partum for a travel nursing job in Carmel, Indiana. Job Description & Requirements ~ Specialty: Post Partum ~ Discipline: RN ~ Start Date: 11/30/2025~ Duration: 13 weeks ~36 hours per week ...

Robert Half

Tax Preparer Job at Robert Half

Description We are looking for a skilled Tax Preparer to join our team in Oxford, North Carolina. In this role, you will assist individuals...  ..., and partnerships.- Analyze client financial data such as income statements, expense reports, and supporting documents to... 

DataAnnotation

Web Designer Job at DataAnnotation

Join to apply for the Web Designer role at DataAnnotation .We are looking for a Web Designer to help train and improve cutting-edge AI...  ...creative deliverables).BenefitsThis is a full-time or part-time REMOTE positionYoull be able to choose which projects you want to... 

North Rose-Wolcott Central School District

Special Education Teacher Job at North Rose-Wolcott Central School District

*About us* North Rose-Wolcott Central School District is a school district in North Rose and Wolcott, New York, United States. The superintendent is Mr. Michael Pullen. The district operates three schools: North Rose-Wolcott High School, Leavenworth Middle School, and...