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

The Virtual Client Representative will initiate contact with potential clients and respond to inquiries. They will engage in conversations to understand client needs and guide them toward appropriate services.

Candidates should have a high school diploma or college degree, with a preference for those with experience in sales or client-facing roles. Strong communication skills and an organized approach are essential for success in this position.

• Medical • Dental • Vision • 401k • Paid Time Off

Identified from the job description. Confirm important requirements above.

• Communication
• Client-Facing
• Sales
• Appointment Setting
• Listening
• Follow-Up
• Organization

Minimum education

Associate degree

Minimum experience

0+ years

Apply by

Dec 23, 2026