Remote Client Engagement Specialist

Nuvant Consulting Group; New Orleans (LA); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid time off

Job summary

Nuvant Consulting Group is seeking a Virtual Representative to be the initial contact for prospective clients, guiding them toward suitable financial solutions and next steps. You will initiate outreach, assess needs, and clearly explain services from a home-based workspace.

The role emphasizes strong communication, organization, and thorough follow-up as you coordinate with teammates to move clients forward in the process.

Qualifications

• High school diploma or college degree preferred.
• Confident, 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.

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

Organizational skills

Work from home

Active listening

Follow-up

Education

High School Diploma or College Degree

Job description

Nuvant Consulting Group is seeking a Virtual Representative to be the initial contact for prospective clients, guiding them toward suitable financial solutions and next steps. You will initiate outreach, assess needs, and clearly explain services from a home-based workspace.

The role emphasizes strong communication, organization, and thorough follow-up as you coordinate with teammates to move clients forward in the process.