Remote Client Engagement Specialist

Visa Hunt; United States; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid time off

Flexible schedule

Job summary

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.

You’ll work remotely, handle outbound and inbound inquiries, and document interactions in our CRM. A client-facing, organized, and personable approach is essential for success and potential advancement within the company.

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

Outbound communication

Inbound inquiry handling

Needs discovery

Documentation in CRM

Client-facing demeanor

Education

High school diploma or equivalent

College degree preferred

Tools

CRM software

Job description

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.

You’ll work remotely, handle outbound and inbound inquiries, and document interactions in our CRM. A client-facing, organized, and personable approach is essential for success and potential advancement within the company.