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Virtual Consultant

Nuvant Consulting Group

Role overview

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
  • Previous experience in sales, appointment setting, or client-facing role a plus

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

Key facts

Hard skills

Customer Engagement Microsoft Dynamics CRM Organizational Structure

Other skills

  • Sales
  • Communication
  • Active Listening

About the company

Nuvant Consulting Group logo

Nuvant Consulting Group

A strategic consulting firm committed to driving meaningful change. From risk management to financial advisory, we help businesses navigate complexity, seize market opportunities, and operate more efficiently. Our experienced team partners with clients to deliver tailored insights and actionable strategies that fuel long-term growth and transformation.

Company details

Company size11 - 50

Links

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Job description

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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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