Virtual Client Consultant

Nuvant Consulting Group; Washington (District of Columbia); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Base salary with bonuses

Benefits package including medical, -

401k

Paid time off

Flexible structure

Career advancement

Job summary

Nuvant Consulting Group is seeking a Virtual Client Consultant to be the first point of contact for prospective clients, guiding them toward suitable financial solutions and next steps in the process. You will initiate outbound outreach, respond to inquiries, uncover client needs, explain services, and coordinate with team members to schedule follow-ups in a flexible, remote work environment.

This role emphasizes clear communication, organization, and a people-first approach with

Qualifications

• Must have high school diploma or college degree preferred.
• Strong communication and listening skills.
• 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

Communication skills

Organizational skills

People skills

Virtual/remote work

Sales/appointment setting experience

Education

High school diploma or college degree

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