Virtual Client Consultant

Nuvant Consulting Group; Seattle (WA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Base salary + bonuses

Benefits package

Flexible structure

Advancement opportunities

Job summary

Nuvant Consulting Group is seeking a Virtual Client Consultant to help prospective clients explore financial solutions aligned with personal or business goals. You’ll be a key first contact, introducing services and guiding clients toward the next step, all within a flexible, virtual work setting.

In this role, you will initiate outbound outreach, respond to inquiries, and discover client needs while clearly explaining offerings.

Qualifications

• Excellent communication skills and ability to engage prospects in a client-facing role.
• Comfortable working in a virtual setting with strong organizational habits.
• Experience with logging interactions and maintaining CRM notes.
• Sales, appointment setting, or client-facing experience is 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 services and recommend next steps to clients.
• Schedule follow-up calls or connect clients with the right team members.
• Log interactions and maintain accurate notes in our CRM.

Skills

Cold outreach

Client communication

Needs discovery

CRM usage

Education

High school diploma or college degree preferred

Tools

CRM system

Job description

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