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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

Originally posted on Himalayas