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Virtual Client Consultant
- New Haven, Connecticut, United States
- New Haven, Connecticut, United States
À propos
Nuvant is hiring a Virtual Client Consultant 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
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 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
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
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Compétences linguistiques
- English
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