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Virtual Client Consultant
Virtual Client ConsultantNuvant Consulting Group • Mobile, AL, United States
Virtual Client Consultant

Virtual Client Consultant

Nuvant Consulting Group • Mobile, AL, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

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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