Virtual Consultant
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
Nuvant Consulting Group is a financial services company that provides tailored financial solutions to individuals and small businesses. The company positions itself as a client-focused organization that helps clients navigate financial options and make informed decisions through personalized guidance. Nuvant operates a remote-based model, connecting prospective clients with account advisors, account associates, and virtual consultants who serve as trusted points of contact throughout the client journey. The company emphasizes a mission-driven approach centered on understanding each client's unique financial goals and recommending solutions that align with their needs.
