Virtual Client Consultant

Nuvant Consulting Group; Birmingham (AL); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid time off

Career advancement

Job summary

Nuvant Consulting Group is seeking a Virtual Client Consultant to introduce our financial solutions and guide prospective clients to the next steps. You will be the first contact, conducting outreach and handling inquiries in a remote, client-facing capacity.

Ideal candidates have strong communication, organization, and experience in sales or appointment setting. The role offers a supportive, flexible remote environment with opportunities for growth.

Qualifications

• High school diploma or college degree preferred.
• Strong verbal and written communication for client-facing work.
• Comfortable working in a virtual environment and organized.
• Experience in sales or appointment setting is a plus.

Responsibilities

• Initiate outbound calls, emails, and messages to potential clients.
• Respond promptly to inbound inquiries and qualify needs.
• Explain services and recommend next steps to clients.
• Log interactions in the CRM with accurate notes.
• Schedule follow-ups and connect clients with appropriate teams.

Skills

Outbound calls

Communication

Organization

Virtual work

Sales experience

Education

High school diploma

College degree preferred

Tools

CRM software

Job description

Virtual Client Consultant

Virtual Client Consultant

About the Role :

Nuvant is hiring a Virtual Client Consultant to help prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.

Core Responsibilities

• Initiate outbound calls, emails, and messages to potential clients
• Respond promptly to inbound inquiries
• 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
  

Qualifications

• High school diploma or college degree preferred
• Confident and friendly communicator who works well in a client-facing environment
• Organized and comfortable working in a virtual setting
• A people-first approach with strong listening and follow-up skills
• Previous experience in sales, appointment setting, or client-facing role a plus
  

What We Offer

• Competitive base salary plus performance-based bonuses and incentives
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off
• Flexibility with structured support
• Opportunities for advancement with a growing company