Virtual Consultant

Nuvant Consulting Group; United States; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Flexible structure

Advancement opportunities

Team culture

Job summary

Nuvant Consulting Group is hiring a Virtual Consultant to be the initial contact for prospective clients seeking financial solutions aligned with personal or business goals. You’ll guide clients toward the next steps and clearly explain available services.

Responsibilities include outbound outreach, prompt inbound responses, and documenting interactions in our CRM. A strong communicator with a client-first mindset thrives in this remote, home-based role with growth opportunities.

Qualifications

• High school diploma or college degree preferred.
• Confident, client-facing communicator with strong listening skills.
• Organized with comfort working in a work-from-home setting.
• People-first approach and ability to follow up effectively.
• Previous 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 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

Active listening

Organization

Remote work

Sales experience

Education

High school diploma

College degree

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