Virtual Client Consultant

Nuvant Consulting Group; Philadelphia (Philadelphia County); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Flexible work

Advancement opportunities

Job summary

Nuvant Consulting Group is hiring 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 to introduce our services and guide clients toward the next step.

The role emphasizes proactive outreach, responsive communication, needs discovery, and coordinating next steps with the team, all from a remote setup in the United States.

Qualifications

• High school diploma or college degree preferred.
• Confident and friendly communicator in client-facing environments.
• Organized and comfortable working in a virtual setting.
• People-first approach with strong listening and follow-up skills.
• Previous sales/appointment setting experience 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.
• Explain service offerings clearly 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 skills

People-first mindset

Organizational skills

Active listening

Sales experience

Education

High school diploma or college degree preferred

Job description

Virtual Client Consultant

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