Remote Client Engagement Specialist

Nuvant Consulting Group; Annapolis (MD); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Competitive base salary

Benefits package (medical, dental, 401

Paid time off

Flexibility and advancement

Job summary

Nuvant Consulting Group is seeking a Virtual Representative to act as the first point of contact for prospective clients. You will initiate outreach, answer questions, and guide clients through initial steps to explore our financial solutions.

In a remote, work-from-home setting, you will track interactions in the CRM, coordinate with teams, and help clients understand offerings and next steps with a client-first approach.

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator with client-facing experience.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with strong listening and follow-up skills.
• Previous experience in sales, appointment setting, or client-facing roles 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

Client communication

Active listening

Organization

Remote work readiness

Sales experience

Education

High school diploma or college degree preferred

Tools

CRM software

Job description

Nuvant Consulting Group is seeking a Virtual Representative to act as the first point of contact for prospective clients. You will initiate outreach, answer questions, and guide clients through initial steps to explore our financial solutions.

In a remote, work-from-home setting, you will track interactions in the CRM, coordinate with teams, and help clients understand offerings and next steps with a client-first approach.