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 communications and responding to inbound inquiries to guide potential clients through financial service offerings. You will also be responsible for scheduling follow-ups and maintaining accurate interaction logs within the company CRM.

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.

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

• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Outbound calling
• Inbound inquiry management
• Client communication
• Sales
• Appointment setting
• CRM software
• Active listening
• Financial solutions
• Lead generation
• Customer service
• Outbound Calls
• Professionalism
• Time Off Management
• Service Offerings
• Customer Relationship Management

• 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

Minimum education

High school

Minimum experience

0+ years

Apply by

Oct 26, 2026

Posting language

English

Working hours

40 hours per week

Location requirements

Country, CA