Virtual Consultant
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Nuvant Consulting Group
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Virtual Consultant
Nuvant Consulting Group
Posted 3 months ago
Full Time
Corpus Christi, Texas
Fully Remote
Smart Summary
Responsibilities
The consultant will initiate outbound communications and respond to inbound inquiries to guide prospective clients through financial solutions. They are responsible for uncovering client needs, scheduling follow-ups, and maintaining accurate records in the CRM.
Qualifications
Nuvant is seeking Virtual Consultants with strong communication and client-facing skills to connect with potential clients and introduce financial solutions. A high school diploma or college degree is preferred, along with comfort in a work-from-home environment and a people-first approach. Previous sales or client-facing experience is a plus.
Job Description
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 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
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
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Nuvant Consulting Group
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