Remote Virtual Client Advocate – Growth & Benefits

Nuvant Consulting Group; Sioux Falls (SD); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid time off

Remote work

Career advancement

Job summary

Nuvant Consulting Group is seeking a Virtual Representative to serve 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 uncover client goals with a client-first approach.

This remote, home-based role emphasizes clear communication, organization, and timely follow-ups. Competitive base pay with bonuses and a comprehensive benefits package is offered, with opportunities for

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator in a client-facing role.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with strong listening and follow-up skills.
• Sales, appointment setting, or client-facing experience is 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

Client communication

Active listening

Organization

Remote work

Sales experience

Education

High school diploma or college degree

Job description

Virtual Representative

Virtual Representative

About the Role: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.

Core 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
  

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 homesetting
• A people-first approach with strong listening and follow-up skills
• Previous experience in sales, appointment setting, or client-facing role a plus
  

What We Offer

• Competitive base salary plus performance-based bonuses and incentives
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off
• Flexibility with structured support
• Opportunities for advancement with a growing company
• A team culture that values professionalism and performance