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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