Remote Client Solutions Advisor

Nuvant Consulting Group; Salt Lake City (UT); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary with bonuses

Comprehensive benefits (medical, etc.)

Flexible with structured support

Advancement opportunities

Professional team culture

Job summary

Nuvant Consulting Group is seeking a Virtual Representative to be the first point of contact for prospective clients, guiding them toward the right financial solutions. You will initiate outbound inquiries, respond to inbound questions, and set up follow-up conversations.

This role offers a competitive base salary with performance bonuses, comprehensive benefits, and opportunities for advancement within a growing company, all while you work from home and help clients achieve their goals.

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.
• 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

Customer service

Organizational skills

Remote work readiness

People-first approach

Sales experience

Education

High school diploma or college degree preferred

Tools

CRM software

Job description

Nuvant Consulting Group is seeking a Virtual Representative to be the first point of contact for prospective clients, guiding them toward the right financial solutions. You will initiate outbound inquiries, respond to inbound questions, and set up follow-up conversations.

This role offers a competitive base salary with performance bonuses, comprehensive benefits, and opportunities for advancement within a growing company, all while you work from home and help clients achieve their goals.