Virtual Client Representative

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

Originally posted on Himalayas