Virtual Client Representative

Summary

Nuvant Consulting Group is hiring Virtual Client Representatives to serve as a first point of contact for prospective clients exploring financial solutions. The role involves engaging potential clients, explaining services, recommending next steps, scheduling follow-ups, and maintaining accurate CRM records.

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

Skills

• 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
• High school diploma or college degree preferred

Qualifications

Must Haves

• 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

Nice to Haves

• High school diploma or college degree preferred

Benefits

• Performance-based bonuses and incentives
• Comprehensive benefits package including medical, dental, vision, and 401k
• Paid time off
• Flexibility with structured support
• Opportunities for advancement with a growing company