Remote Client Specialist — First-Contact & CRM Growth

Nuvant Consulting Group; United States; Remoto; USD 40.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonuses

Benefits package

Flexibility

Advancement

Team culture

Descrizione del lavoro

Nuvant Consulting Group is seeking a Virtual Client Representative to serve as the first point of contact for prospective clients exploring financial solutions aligned with their goals. The role emphasizes clear communication, responsive outreach, and guiding inquiries toward the next step.

This work-from-home position offers a competitive base salary with bonuses, a comprehensive benefits package, and opportunities for advancement within a growing firm that values professionalism and

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Communication

Organization

Remote work

People-first mindset

Sales experience

Formazione

High school diploma or college degree

Descrizione del lavoro

Nuvant Consulting Group is seeking a Virtual Client Representative to serve as the first point of contact for prospective clients exploring financial solutions aligned with their goals. The role emphasizes clear communication, responsive outreach, and guiding inquiries toward the next step.

This work-from-home position offers a competitive base salary with bonuses, a comprehensive benefits package, and opportunities for advancement within a growing firm that values professionalism and