Virtual Client Consultant

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 Powered by JazzHR