Business Solutions Representative

Nuvant Consulting Group; Madison (WI); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

Benefits package

Mentorship and training

Career advancement

Job summary

Nuvant Consulting Group is seeking a Business Solutions Representative to build strong relationships with individuals and businesses by offering tailored financial solutions that meet their goals. You’ll work closely with clients to understand needs and deliver value through personalized support.

You will communicate via phone, email, video calls, and online messaging; identify opportunities, guide clients through onboarding, and collaborate with internal teams to improve the client experience

Qualifications

• 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.

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 online messaging.
• Recommend personalized financial solutions and services based on client feedback and data.
• Act as a trusted resource by providing a seamless onboarding process and ongoing support.
• Collaborate with internal teams to continuously improve client experience.

Skills

Excellent communication

Interpersonal skills

Active listening

Self-starter

Client-facing

Education

HS diploma or higher

Job description

Business Solutions Representative

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 online messaging.
• Recommend personalized financial solutions and services based on client feedback and data.
• 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.
• Access to 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.