Remote Client Engagement Specialist

Nuvant Consulting Group; United States; Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Bonuses & incentives

Benefits package

Flexible work arrangement

Career advancement

Job summary

Nuvant Consulting Group is seeking a Virtual Representative to act as the first point of contact for prospective clients, guiding them toward the next steps in financial solutions.

You will initiate outreach, respond to inquiries, and work from a home setting with a focus on understanding client needs and delivering clear next steps. This role emphasizes strong communication and follow-up to drive engagement.

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

Communication

Active listening

Time management

Sales mindset

Education

High school diploma

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, guiding them toward the next steps in financial solutions.

You will initiate outreach, respond to inquiries, and work from a home setting with a focus on understanding client needs and delivering clear next steps. This role emphasizes strong communication and follow-up to drive engagement.