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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.
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
Requirements
- 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
Skills
- Confident, friendly communicator
- Client-facing communication
- Listening skills
- Follow-up skills
Location
- Work from home
Work Type
- Virtual
Education Level
- High school diploma or college degree preferred
Salary/Compensations
- Competitive base salary plus performance-based bonuses and incentives
Benefits
- 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