Client Consultant
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Job Description
Virtual Client Consultant at Nuvant helping clients explore financial solutions for personal or business goals. Engaging clients through calls and emails to introduce services and guidance.
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.
Requirements:
- 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.
Benefits:
- 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.
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