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Remote Virtual Account Advisor Client Solutions
Remote / Online - Candidates ideally in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-04
Houston, Harris County, Texas, 77246, USA
Listing for:
Nuvant Consulting Group
Remote/Work from Home
position Listed on 2026-09-04
Job specializations:
-
Sales
Remote Sales, CRM Systems & Management
Job Description & How to Apply Below
Nuvant Consulting Group is seeking a Virtual Account Advisor to connect with individuals exploring financial services, guide them through discovery, and recommend tailored solutions that meet their personal or business goals.
In this remote role, you’ll engage leads via calls, emails, and digital channels, determine client goals, onboard smoothly, and maintain ongoing CRM activity to build lasting relationships and satisfaction.
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