Remote Client Engagement Specialist

Nuvant Consulting Group; Phoenix (AZ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Remote work

Job summary

Nuvant Consulting Group is seeking a Virtual Client Representative to be a primary contact for prospective clients exploring financial solutions. You will initiate outbound outreach, respond to inquiries, and guide clients toward the next step, while maintaining clear records in our CRM.

The role emphasizes a client-first approach, strong communication, and the ability to thrive in a remote, home-based environment with opportunities for growth.

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator in a client-facing environment.
• Organized and comfortable working in a work-from-home setting.

Responsibilities

• Initiate outbound calls, emails, and messages to potential clients.
• Respond promptly to inbound inquiries and guide clients through questions.
• Engage in conversations to uncover client needs and goals.
• 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-facing communication

Active listening

Follow-up skills

Organizational skills

Work-from-home readiness

People-first attitude

Sales/appointment setting experience

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is seeking a Virtual Client Representative to be a primary contact for prospective clients exploring financial solutions. You will initiate outbound outreach, respond to inquiries, and guide clients toward the next step, while maintaining clear records in our CRM.

The role emphasizes a client-first approach, strong communication, and the ability to thrive in a remote, home-based environment with opportunities for growth.