Job Description
Job Description
Virtual Representative
About the Role : Nuvant is hiring Virtual 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 preferredConfident, friendly communicator who thrives in a client-facing environmentOrganized and comfortable working in a work from home settingA people-first approach with strong listening and follow-up skillsPrevious experience in sales, appointment setting, or client-facing role a plusWhat 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 supportOpportunities for advancement with a growing companyA team culture that values professionalism and performancePowered by JazzHR
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