Virtual Consultant
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Job Description
Virtual Consultant introducing Nuvant Consulting Group’s financial solutions to prospective clients. Handling outreach, needs discovery, follow-ups, and CRM records in a remote role.
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 the CRM
Requirements:
- 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
Benefits:
- Competitive base salary
- Performance-based bonuses and incentives
- Comprehensive benefits package including medical, dental, vision, and 401k
- Paid time off
- Flexibility with structured support
- Opportunities for advancement with a growing company
- Team culture that values professionalism and performance
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