Virtual Consultant

Nuvant Consulting Group; Philadelphia (Philadelphia County); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid time off

Bonuses and incentives

Flexible structure

Job summary

Nuvant Consulting Group is seeking a Virtual Consultant to serve as the first point of contact for prospective clients, guiding them through initial questions and solutions that align with their goals. This remote role emphasizes clear communication and a people-first approach.

You will initiate outreach, respond to inquiries, qualify needs, explain services, and coordinate next steps with the right team members, while logging interactions in our CRM and contributing to ongoing growth with

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

Communication

Organization

Listening & follow-up

Sales experience

Education

Diploma or degree

Tools

CRM software

Job description

Virtual Consultant

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