Virtual Account Advisor
N
NuvantFinancial services
United StatesFull-Time
SalaryUSD 60000 - 70000 / year; Competitive base salary plus performance-based bonuses and incentives.
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Job Details
- Required Skills
- Business DevelopmentWritten communicationVerbal communicationClient relationship managementCRM
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 is a plus.
Responsibilities
- Engage new leads through calls, emails, and digital platforms.
- Determine client goals and recommend suitable services and solutions.
- Educate clients on next steps and facilitate onboarding.
- Track outreach activity and manage follow-up communication in CRM.
- Build long-term client rapport and support client satisfaction.
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