Remote Client Advisor - Financial Solutions & Growth

Nuvant Consulting Group; Oregon; Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Medical, dental, vision

401k

Paid time off

Career advancement

Remote-friendly culture

Job summary

Nuvant Consulting Group is seeking a Virtual Client Representative to help prospective clients explore financial solutions that align with their goals. You will be the first point of contact, guiding clients toward the next step and explaining service offerings.

Key responsibilities include outbound outreach, responding to inquiries, discovering client needs, and logging interactions in our CRM. This is a work-from-home role with a team that values professionalism and performance.

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator who thrives in a client-facing environment.
• 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

Client-facing

Remote work

Organized

Active listening

Sales experience

Education

High school / college degree

Tools

CRM system

Job description

Nuvant Consulting Group is seeking a Virtual Client Representative to help prospective clients explore financial solutions that align with their goals. You will be the first point of contact, guiding clients toward the next step and explaining service offerings.

Key responsibilities include outbound outreach, responding to inquiries, discovering client needs, and logging interactions in our CRM. This is a work-from-home role with a team that values professionalism and performance.