Remote Client Advisor
Remote Client AdvisorAbout 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 ResponsibilitiesInitiate outbound calls and respond to inbound client inquiriesConduct needs assessments to understand personal or business objectivesRecommend appropriate services and walk clients through the onboarding processManage follow-up outreach and relationship-building activitiesMaintain accurate CRM records and activity logsQualificationsHigh school diploma or college degree preferredStrong communication and interpersonal skillsAbility to build rapport quickly and guide conversations toward a clear next stepSelf-motivated, organized, and comfortable working remotelyPrevious experience in sales, business development, or client services is a plusWhat We OfferCompetitive 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 optionsAdvancement opportunities and growth potentialA professional and collaborative remote culture