Virtual Consultant

Nuvant Consulting Group; Chicago (IL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses

Benefits package including medical, 4O

Job summary

Nuvant Consulting Group is seeking a Virtual Consultant to serve as the first contact with prospective clients and guide them toward the next steps in our financial solutions process.

You will initiate outreach, respond to inquiries, uncover client goals, and clearly explain services while coordinating next steps with the appropriate team. This role supports a remote, work-from-home environment with performance-based incentives.

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator who thrives in a client-facing environment.
• Organized and comfortable working in a work from home 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 and guide clients through initial questions.
• 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

Prospecting

CRM experience

Communication

Education

High school diploma or college

Job description

Virtual Consultant

About the Role: Nuvant is hiring Virtual Consultants 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 and guide clients through initial questions
• 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, friendly communicator who thrives in a client-facing environment
• Organized and comfortable working in a work from homesetting
• 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
• A team culture that values professionalism and performance