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 Responsibilities

- Initiate 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

Qualifications

- High 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 Offer

- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Fully remote workplace with adaptable scheduling options
- Advancement opportunities and growth potential
- A professional and collaborative remote culture

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Client Advisor (India)
🏢 Nuvant Consulting Group
📍 India