Remote Client Advocate for Financial Solutions

Nuvant Consulting Group; Atlanta (GA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k matching

Paid time off

Job summary

Nuvant Consulting Group is seeking a Virtual Client Representative to be the first point of contact for prospective clients exploring financial solutions. In this remote role, you will initiate outreach, respond to inquiries, and guide prospects toward the next step with clear, friendly communication.

You will log interactions in our CRM, document needs, and coordinate with the appropriate teams to align offerings with client goals. A strong client-first attitude is essential.

Qualifications

• Confident, friendly communicator who thrives in a client-facing environment.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with strong listening and follow-up skills.
• Prior sales, appointment setting, or client-facing experience is a plus.

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

Skills

Excellent communication

Organized

Active listening

Customer-focused

Sales experience (plus)

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is seeking a Virtual Client Representative to be the first point of contact for prospective clients exploring financial solutions. In this remote role, you will initiate outreach, respond to inquiries, and guide prospects toward the next step with clear, friendly communication.

You will log interactions in our CRM, document needs, and coordinate with the appropriate teams to align offerings with client goals. A strong client-first attitude is essential.