Remote Client Advisor

Remote Client Advisor

About 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 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

QualificationsHigh 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

What 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 options
Advancement opportunities and growth potential
A professional and collaborative remote culture