Virtual Client Consultant
N
Nuvant Consulting Group
N
Virtual Client Consultant
Nuvant Consulting Group
Posted 3 months ago
Full Time
New Haven, Connecticut
Remote OK
Smart Summary
Responsibilities
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. The consultant is responsible for uncovering client goals, recommending next steps, and scheduling follow-up appointments.
Qualifications
You are a confident and friendly communicator with excellent listening and follow-up skills, comfortable working in a virtual setting. A high school diploma or college degree is preferred, along with previous experience in sales or a client-facing role to help prospective clients explore financial solutions.
Must Have Skills for ATS
CRM
Job Description
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
N
Nuvant Consulting Group
Boost Your Interview Chances
With Runway
See Your Fit for This Role
1-5 min
Your Score
?
Top Applicants
90%
Your Job Search Advantage
Key Gaps & Next Steps:
Address these in your resume & Interview
Top Strengths For This Role
Highlight these in your cover letter & interview
Your Interview Guide
A Personalized Interview Strategy
Freshest Opportunities
Never Miss a Good Fit
Get notified when jobs mach your criteria