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Nuvant Consulting Group

Virtual Client Consultant

Posted 3 days ago
United States
$60000 - $70000 per year
0-2 years experience
hiring
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AI Summary

The consultant will initiate outbound communications to potential clients and respond to inbound inquiries to explain financial services. They are responsible for uncovering client needs, scheduling follow-ups, and maintaining accurate records in the CRM.

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
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