Remote Financial Solutions Consultant

Nuvant Consulting Group; Scottsdale (AZ); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary plus bonuses

Comprehensive benefits: medical,Dental

401k and paid time off

Flexibility with structured support

Opportunities for advancement

Job summary

Nuvant Consulting Group is hiring a Virtual Consultant to help prospective clients explore financial solutions that align with their personal or business goals. You’ll serve as a key first point of contact to introduce our services and guide clients toward the next step.

The role involves outbound outreach, prompt responses to inquiries, uncovering client needs, explaining offerings, and coordinating next steps with the team. Strong listening and follow-up skills are essential.

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.
• A 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

Communicator

Sales experience

CRM experience

Listening and follow-up

Client-facing

Education

High school diploma or college degree preferred

Tools

CRM software

Job description

Nuvant Consulting Group is hiring a Virtual Consultant to help prospective clients explore financial solutions that align with their personal or business goals. You’ll serve as a key first point of contact to introduce our services and guide clients toward the next step.

The role involves outbound outreach, prompt responses to inquiries, uncovering client needs, explaining offerings, and coordinating next steps with the team. Strong listening and follow-up skills are essential.