Remote Virtual Consultant: Flexible, Bonus-Driven Role

Nuvant Consulting Group; Chicago (IL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Bonuses and incentives

Medical, dental, vision

401k

Paid time off

Job summary

Nuvant Consulting Group is seeking a Virtual Consultant to help prospective clients explore financial solutions that align with their personal or business goals. You will act as the first point of contact, guiding inquiries and outlining next steps to move the conversation forward.

In this remote role, you will initiate outreach, respond to inquiries, and qualify client needs while documenting interactions in our CRM.

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

Client communication

CRM logging

Outbound outreach

Listening skills

Team collaboration

Education

High school diploma or college degree

Tools

CRM

Email tracking

Job description

Nuvant Consulting Group is seeking a Virtual Consultant to help prospective clients explore financial solutions that align with their personal or business goals. You will act as the first point of contact, guiding inquiries and outlining next steps to move the conversation forward.

In this remote role, you will initiate outreach, respond to inquiries, and qualify client needs while documenting interactions in our CRM.