Virtual Consultant
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