Virtual Client Sales Coordinator

Job summary

The role involves engaging potential clients through outbound calls and emails to identify their financial needs and present service options. You will also be responsible for scheduling follow-up appointments and maintaining accurate records in the CRM system.

Job details

Virtual Client Sales Coordinator About the Role: Nuvant is seeking motivated Virtual Client Sales Coordinators to help prospective clients explore financial solutions that align with their goals. In this role, you’ll act as the first point of contact—introducing our services, understanding client needs, and coordinating the next steps in their journey with Nuvant. Key Responsibilities Conduct outbound calls, emails, and messages to engage potential clients Respond quickly to inbound inquiries and provide clear, helpful information Identify client needs through meaningful conversation and active listening Present Nuvant’s service options and recommend appropriate next actions Schedule follow-up appointments or connect clients with specialized team members Maintain detailed and accurate records of client interactions in our CRM system Qualifications High school diploma or college degree preferred Professional, friendly communicator who enjoys client interaction Highly organized and reliable in a remote work environment Strong listening skills with a client-focused mindset Experience in sales, coordination, or customer support roles is a plus What We Offer Competitive base pay with performance bonuses and incentives Comprehensive benefits package: medical, dental, vision, 401(k), and paid time off Flexibility with structured support Opportunities for advancement with a growing company A collaborative team culture built on integrity, accountability, and success

What you’ll do

The role involves engaging potential clients through outbound calls and emails to identify their financial needs and present service options. You will also be responsible for scheduling follow-up appointments and maintaining accurate records in the CRM system.

Requirements

Candidates should have a high school diploma or college degree and possess strong communication and listening skills. The position requires a professional, organized individual who is comfortable working in a remote environment.

Benefits

• Medical
• Dental
• Vision
• 401(k)
• Paid time off
• Performance bonuses
• Incentives

Listed skills

• Customer support · Preferred
• Appointment Scheduling · Preferred
• Sales · Preferred
• Communication · Preferred
• client relations · Preferred
• coordination · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Customer support
• Communication
• Active listening
• CRM software
• Coordination
• Outbound calling
• Lead engagement
• Appointment scheduling
• Client relations
• Outbound Calls
• Accountability
• Time Off Management
• Active Listening
• Customer Support
• Customer Relationship Management
• Customer Service
• Listening Skills
• Coordinating

Job areas

• Sales
• Customer Service & Support
• Finance & Accounting
• Administrative
• Virtual Sales Specialist
• Sales Coordinator
• Clerical Support Workers Not Elsewhere Classified
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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