Virtual Client Representative

Job summary

The Virtual Client Representative initiates outbound contact and manages inbound inquiries to introduce financial services to potential clients. They are responsible for uncovering client needs, scheduling follow-ups, and maintaining accurate interaction logs in the CRM.

Job details

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

What you’ll do

The Virtual Client Representative initiates outbound contact and manages inbound inquiries to introduce financial services to potential clients. They are responsible for uncovering client needs, scheduling follow-ups, and maintaining accurate interaction logs in the CRM.

Requirements

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

Benefits

• Medical
• Dental
• Vision
• 401k
• Paid time off
• Performance-based bonuses
• Incentives

Listed skills

• Time management · Preferred
• Problem solving · Preferred
• Sales · Preferred
• Communication · Preferred
• Lead Qualification · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Outbound calling
• Inbound inquiry management
• Client engagement
• Sales
• Appointment setting
• Communication
• Active listening
• CRM software
• Lead qualification
• Relationship building
• Time management
• Problem solving
• Outbound Calls
• Professionalism
• Time Off Management
• Service Offerings
• Customer Relationship Management

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting
• Administrative
• Client Service Representative
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

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