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Virtual Client Consultant

Nuvant Consulting Group · Remote
RemoteFull-timeFinance & InsuranceEntry Level$72,000–$98,000/yr
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About the Virtual Client Consultant role

Virtual Client Consultant positions focus on delivering results in their domain. This page aggregates open Virtual Client Consultant roles and what employers typically expect.

**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

Salary estimate

$72,000 – $98,000/yr
Provided by the employer.

Skills for this role

Sales

Resume tips for Virtual Client Consultant applicants

Interview preparation

Prepare concrete STAR-format stories that show Virtual Client Consultant outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Virtual Client Consultant problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About Nuvant Consulting Group

Nuvant Consulting Group is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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