Remote Client Advisor

Nuvant Consulting Group; Glendale (AZ); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Bonuses

Work from home

401k

Paid time off

Career advancement

Job summary

Nuvant Consulting Group is seeking a Virtual Representative to serve as a first point of contact, guiding prospective clients to suitable financial solutions and next steps. You will initiate outreach, respond to inquiries, and uncover client goals while maintaining accurate CRM notes.

The role emphasizes a client-first approach, effective communication, and the ability to work remotely from a home setting.

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator in a client-facing role.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with strong listening and follow-up skills.
• Previous experience in sales, appointment setting, or client-facing role a plus.

Responsibilities

• 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.

Skills

Communication

Organizational skills

Active listening

Follow-up skills

Sales experience

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is seeking a Virtual Representative to serve as a first point of contact, guiding prospective clients to suitable financial solutions and next steps. You will initiate outreach, respond to inquiries, and uncover client goals while maintaining accurate CRM notes.

The role emphasizes a client-first approach, effective communication, and the ability to work remotely from a home setting.