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Virtual Consultant at Nuvant Consulting Group
Irvine, California, United States -
Full Time

Start Date

Immediate

Expiry Date

10 Oct, 26

Salary

75000.0

Posted On

12 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Outbound Calling, Email Communication, Client Engagement, Needs Analysis, Appointment Setting, CRM Management, Active Listening, Sales, Customer Service, Time Management

Industry

Business Consulting and Services

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
Responsibilities
The Virtual Consultant initiates contact with potential clients via calls and emails to introduce financial solutions. They are responsible for uncovering client needs, recommending next steps, and scheduling follow-up appointments.