Nuvant Consulting Group

Role Description Nuvant is seeking Remote Account Sales Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals. - Proactively reach out to clients and handle inbound inquiries - Discuss client goals and align solutions accordingly - Provide clear explanations of services and next steps - Track activity and maintain up-to-date records in CRM - Support retention efforts through ongoing communication Qualifications - High school diploma or college degree preferred - Prior experience in sales, lead generation, or customer service roles a plus - Results and goal oriented - Able to work independently in a remote environment Benefits - Competitive base salary plus performance-based bonuses and incentives - Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off - Remote work environment with flexible scheduling options - Ongoing training and support

Role Description Nuvant is hiring Virtual Consultants to help prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guide clients toward the next step. - Initiate outbound calls, emails, and messages to potential clients - Respond promptly to inbound inquiries and guide clients through initial questions - Engage in conversations to uncover client needs and goals - Clearly explain service offerings and recommend next steps - Schedule follow-up calls or connect clients with the right team members - Log interactions and maintain accurate notes in our CRM Qualifications - High school diploma or college degree preferred - Confident, friendly communicator who thrives in a client-facing environment - Organized and comfortable working in a work from home setting - A people-first approach with strong listening and follow-up skills - Previous experience in sales, appointment setting, or client-facing role a plus Benefits - Competitive base salary plus performance-based bonuses and incentives - Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off - Flexibility with structured support - Opportunities for advancement with a growing company - A team culture that values professionalism and performance

Role Description Nuvant is seeking Virtual Account Representatives to connect with prospective clients and help them discover financial solutions tailored to their personal or business goals. As one of the first points of contact, you’ll introduce Nuvant’s services, engage in meaningful conversations, and guide clients toward the next step. Core Responsibilities - Initiate outbound calls, emails, and messages to potential clients - Respond promptly to inbound inquiries and assist with initial questions - Build rapport while identifying each client’s unique needs and objectives - Clearly communicate service offerings and recommend appropriate next steps - Schedule follow-ups or connect clients with the right internal team members - Maintain accurate records of interactions and client notes in the CRM Qualifications - Bachelors degree preferred, but not required - Excellent communication skills with a friendly, confident presence - Organized and self-motivated in a remote work environment - People-first approach with strong listening and follow-up skills - Previous experience in sales, customer engagement, or appointment setting is a plus Benefits - Competitive base pay plus performance-based bonuses and incentives - Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off - Flexibility with structured support - Career growth opportunities within an expanding company - A professional and performance-driven team culture Company Description

Role Description Nuvant is seeking Remote Account Sales Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals. - Proactively reach out to clients and handle inbound inquiries - Discuss client goals and align solutions accordingly - Provide clear explanations of services and next steps - Track activity and maintain up-to-date records in CRM - Support retention efforts through ongoing communication Qualifications - High school diploma or college degree preferred - Prior experience in sales, lead generation, or customer service roles a plus - Results and goal oriented - Able to work independently in a remote environment Benefits - Competitive base salary plus performance-based bonuses and incentives - Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off - Remote work environment with flexible scheduling options - Ongoing training and support Company Description

Business Relations Advisor About the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support. Key Responsibilities - Identify potential clients and assess their goals, challenges, and needs. - Build lasting partnerships with decision-makers and key stakeholders. - Stay current on trends, tools, and developments that may impact client strategies. - Communicate with clients via phone, email, video calls, and other professional platforms. - Recommend personalized financial solutions and services based on client needs. - Act as a trusted resource by providing a seamless onboarding process and ongoing support. - Collaborate with internal teams to continuously improve client experience. What You’ll Bring - High school diploma or a college degree is preferred. - Excellent communication and interpersonal skills. - Strong ability to listen, assess needs, and offer solutions. - Self-starter with a results-oriented mindset and a desire to grow. - Experience in a client-facing or consultative role preferred. Compensation and Benefits - Competitive base salary plus performance-based bonuses and incentives. - Comprehensive benefits package including medical, dental, vision, 401k, and paid time off. - Ongoing mentorship and training to support your success. - Career advancement opportunities based on performance and results.

Remote Account Sales Specialist About the Role Nuvant is seeking Remote Account Sales Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals. Core Responsibilities - Proactively reach out to clients and handle inbound inquiries - Discuss client goals and align solutions accordingly - Provide clear explanations of services and next steps - Track activity and maintain up-to-date records in CRM - Support retention efforts through ongoing communication Qualifications - High school diploma or college degree preferred - Prior experience in sales, lead generation, or customer service roles a plus - Results and goal oriented - Able to work independently in a remote environment 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 - Remote work environment with flexible scheduling options - Ongoing training and support

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

Remote Client Account Specialist About the Role: Nuvant is seeking Client Account Specialists to join our growing team. In this role, you’ll be the first point of contact for individuals and small businesses exploring financial solutions. You’ll work closely with prospective clients to understand their goals, answer questions, and match them with the right services. If you enjoy building relationships, providing value, and helping people make informed decisions, this is an excellent opportunity to grow your career. Core Responsibilities - Initiate conversations with potential clients and respond to inbound inquiries - Understand each client’s unique goals, challenges, and decision-making process - Recommend tailored financial solutions based on client input and available data - Guide clients through onboarding, product selection, and service implementation - Maintain regular contact with clients to support retention and satisfaction - Communicate insights and client feedback to internal teams to help improve offerings Qualifications - High school diploma or college degree preferred - Excellent communication and interpersonal skills - Strong organizational and time management abilities in a remote environment - Proactive, self-motivated, and comfortable working independently - Experience in client service, account management, or sales is a plus but not required 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. - A remote role with flexible scheduling - Supportive team environment with ongoing training and mentorship - Clear pathways for advancement within the company

Business Relations Advisor About the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support. Key Responsibilities - Identify potential clients and assess their goals, challenges, and needs. - Build lasting partnerships with decision-makers and key stakeholders. - Stay current on trends, tools, and developments that may impact client strategies. - Communicate with clients via phone, email, video calls, and other professional platforms. - Recommend personalized financial solutions and services based on client needs. - Act as a trusted resource by providing a seamless onboarding process and ongoing support. - Collaborate with internal teams to continuously improve client experience. What You’ll Bring - High school diploma or a college degree is preferred. - Excellent communication and interpersonal skills. - Strong ability to listen, assess needs, and offer solutions. - Self-starter with a results-oriented mindset and a desire to grow. - Experience in a client-facing or consultative role preferred. Compensation and Benefits - Competitive base salary plus performance-based bonuses and incentives. - Comprehensive benefits package including medical, dental, vision, 401k, and paid time off. - Ongoing mentorship and training to support your success. - Career advancement opportunities based on performance and results.

Work From Home 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