Remote Client Engagement Specialist for Financial Solutions

Nuvant Consulting Group; New Orleans (LA); Remote; USD 40,000 - 56,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Comprehensive benefits (medical, dent­

Vision

401k

Paid time off

Flexible structure

Advancement opportunities

Professional team culture

Job summary

Nuvant Consulting Group is hiring a Virtual Representative to act as the first contact for prospective clients exploring financial solutions. You will initiate outreach via calls, emails, and messages and guide inquiries toward the next steps, documenting interactions in our CRM.

In a work-from-home setting, you’ll communicate clearly, listen to client needs, and coordinate with the right team members. A base salary with bonuses and a robust benefits package are offered to support performance

Qualifications

• High school diploma or college degree preferred.

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 outreach

Client communication

CRM logging

Active listening

Organization

Team coordination

Education

High school diploma or college degree

Job description

Nuvant Consulting Group is hiring a Virtual Representative to act as the first contact for prospective clients exploring financial solutions. You will initiate outreach via calls, emails, and messages and guide inquiries toward the next steps, documenting interactions in our CRM.

In a work-from-home setting, you’ll communicate clearly, listen to client needs, and coordinate with the right team members. A base salary with bonuses and a robust benefits package are offered to support performance