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Virtual Client Consultant

  • Company: Get A Job.ai
  • Location: United States
  • Salary: Pay not listed

Website Get A Job.ai

Represented by Get A Job.ai

About This Opportunity

Our talent team at Get A Job.ai is representing a confidential financial services organization seeking a Virtual Client Consultant to join their remote team across the United States. This role serves as a critical first point of contact for prospective clients exploring financial solutions aligned with their personal or business objectives.

Responsibilities

  • Initiate outbound calls, emails, and messages to potential clients
  • Respond promptly to inbound inquiries from prospective clients
  • Engage in discovery conversations to understand client needs and goals
  • Clearly communicate service offerings and recommend appropriate next steps
  • Schedule follow-up calls and connect clients with the appropriate team members
  • Maintain accurate records of all client interactions in the CRM system

What We're Looking For

  • High school diploma required; college degree preferred
  • Confident and friendly communication style with strong client-facing skills
  • Highly organized with the ability to thrive in a virtual work environment
  • People-first approach with excellent listening and follow-up capabilities
  • Previous experience in sales, appointment setting, or client-facing roles is a plus

How We Work With You

When you apply through Get A Job.ai, a recruiter from our team will review your profile and conduct an initial screening. If there's a strong match, we'll submit your application to our client on your behalf. Please do not contact the hiring organization directly, as all communication will be coordinated through our recruiting team to ensure the best experience for everyone involved.

Compensation and Benefits

Our client offers a competitive base salary plus performance-based bonuses and incentives. The comprehensive benefits package includes medical, dental, vision, 401(k), and paid time off. This is a full-time, remote position with opportunities for advancement within a growing organization.

Equal Employment Opportunity: Get A Job.ai is committed to inclusive hiring practices and works with clients who value diversity in their workforce.

Apply with Get A Job.ai

A recruiter will review your profile and submit you to the client. Do not contact the client directly.

More options

Apply with Get A Job.ai

Apply through Get A Job.ai. A recruiter will review your profile and submit you. Do not contact the client directly.

Apply through Get A Job.ai. A recruiter will review your profile and submit you.

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Listing facts

  • Role Virtual Client Consultant
  • Employer Get A Job.ai
  • Location United States
  • Type Full Time
  • Pay (from listing) Pay not listed
  • Posted September 3, 2026
  • Apply by October 3, 2026
  • Country United States
  • Overview Full job description on this page (299 words)

Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.

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Virtual Client Consultant Get A Job.ai · United States