Virtual Client Representative

Location

United States

Posted

102 days ago

Salary

$60K - $75K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Virtual Client Representative

Nuvant Consulting Group

Virtual Client Representative About the Role: Nuvant is hiring Virtual Client Representatives 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 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 our CRM Qualifications - 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 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 - A team culture that values professionalism and performance

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