Virtual Client Consultant

Nuvant Consulting Group; United States; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k)

Paid time off

Flexible work environment

Job summary

Nuvant Consulting Group is seeking a Virtual Client Consultant to help prospective clients explore financial solutions that align with their goals. In this role, you’ll be a friendly first point of contact to introduce our services and guide clients toward the next step.

You’ll initiate outreach, respond to inquiries, uncover client needs, explain offerings, and coordinate next steps while maintaining CRM notes and collaborating with the team in a fully virtual environment.

Qualifications

• Strong communication with clients in a virtual setting.
• Organized and able to log interactions in CRM.
• Experience in sales or client-facing roles 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.
• 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

Organizational skills

Virtual work experience

Active listening & follow-up

Sales / client-facing experience

Education

High school diploma or college degree preferred

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