[Remote] Virtual Client Consultant

Note: The job is a remote job and is open to candidates in USA. Nuvant Consulting Group is hiring a Virtual Client Consultant to help prospective clients explore financial solutions aligned with their personal or business goals. The role serves as an initial point of contact, engages clients through outbound and inbound communications, explains services, schedules follow-ups, and maintains accurate CRM records.

Responsibilities

• Initiate outbound calls, emails, and messages to potential clients
• Respond promptly to inbound inquiries
• 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

Skills

• Confident and friendly communicator who works well in a client-facing environment
• Organized and comfortable working in a virtual setting
• A people-first approach with strong listening and follow-up skills
• High school diploma or college degree
• Previous experience in sales, appointment setting, or client-facing role

Benefits

• Performance-based bonuses and incentives
• Comprehensive benefits package including medical, dental, vision, 401k, and paid time off
• Flexibility with structured support
• Opportunities for advancement with a growing company

Company Overview