Virtual Account Advisor
New
N
NuvantFinancial Services
United StatesFull-Time
SalaryUSD 60000 - 70000 / year
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Job Details
- Required Skills
- Business DevelopmentCRM
Requirements
- 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
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
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