Virtual Sales & Client Onboarding Representative
About the Role: Nuvant is hiring Virtual Sales & Client Onboarding Representatives to help new and 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
Qualifications
What We Offer
About the Role: Nuvant is hiring Virtual Sales & Client Onboarding Representatives to help new and 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
- Serve as the primary virtual point of contact for new and incoming clients
- Initiate outbound calls, emails, and messages to welcome and onboard clients
- Engage in conversations to discover client needs and goals
- Clearly explain service offerings and recommend next steps
- Schedule follow-up calls or connect clients with the right team members
- Maintain detailed and accurate client records in our CRM system
Qualifications
- High school diploma or college degree preferred
- Professional, 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
High school diploma or college degree preferred; professional client-facing communication, organization, listening, and follow-up skills required. Sales or appointment-setting experience is a plus.
Key Responsibilities
- contacting clients
- onboarding clients
- maintaining records
Skills & Tools
CRM
Job Details
- Category: Sales
- Seniority: No Prior Experience Required
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Retirement plan
About Nuvant Consulting Group
A consulting company helping clients explore financial solutions aligned with personal and business goals. — Industry: Consulting Services