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 role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments while maintaining CRM records.

Candidates should have a high school diploma or college degree and possess strong communication and organizational skills. Previous experience in sales, appointment setting, or client-facing roles is considered a plus.

• Medical • Dental • Vision • 401k • Paid Time Off • Performance-based Bonuses • Incentives

Identified from the job description. Confirm important requirements above.

• Outbound Calling
• Email Communication
• Client Engagement
• Needs Analysis
• Appointment Setting
• CRM Management
• Active Listening
• Sales
• Customer Service

Minimum education

Bachelor’s degree

Minimum experience

0+ years

Apply by

Sep 24, 2026