Remote Client Advisor | Growth, Bonuses & Benefits

Nuvant Consulting Group; United States; Remote; USD 40.000 - 70.000; Vollzeit

Benefits dieser Stelle

Bonuses

Benefits package

Flexible structure

Advancement opportunities

Team culture

Zusammenfassung

Nuvant Consulting Group is hiring a Virtual Consultant to be the initial contact for prospective clients seeking financial solutions aligned with personal or business goals. You’ll guide clients toward the next steps and clearly explain available services.

Responsibilities include outbound outreach, prompt inbound responses, and documenting interactions in our CRM. A strong communicator with a client-first mindset thrives in this remote, home-based role with growth opportunities.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Communication

Active listening

Organization

Remote work

Sales experience

Ausbildung

High school diploma

College degree

Jobbeschreibung

Nuvant Consulting Group is hiring a Virtual Consultant to be the initial contact for prospective clients seeking financial solutions aligned with personal or business goals. You’ll guide clients toward the next steps and clearly explain available services.

Responsibilities include outbound outreach, prompt inbound responses, and documenting interactions in our CRM. A strong communicator with a client-first mindset thrives in this remote, home-based role with growth opportunities.