More jobs:
Virtual Client Consultant
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-01-02
Listing for:
Nuvant Consulting Group
Full Time
position Listed on 2026-01-02
Job specializations:
-
Sales
Client Relationship Manager, Inside Sales -
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Virtual Client Consultant
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
- 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
- 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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