Virtual Client Consultant

NEPSE Trading; Northern (KY); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

401k with company match

Job summary

Nuvant is seeking a Virtual Client Consultant to help prospective clients explore financial solutions that align with their personal or business goals. You’ll be the first point of contact, introducing our services and guiding clients toward the next step.

This is a remote role with structured support and opportunities for advancement within a growing company. We offer a competitive base salary with performance bonuses, plus a comprehensive benefits package including medical, dental, vision,

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.

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

Skills

Outbound prospecting

CRM proficiency

Client communication

Needs discovery

Education

High school diploma or equivalent

College degree preferred

Job description

About the Role:

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

Originally posted on Himalayas