Virtual Account Representative

Nuvant Consulting Group; Miami (FL); Remote; USD 36,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Bonus incentives

Benefits (medical, dental, vision)

401k plan

Paid time off

Job summary

Nuvant Consulting Group is seeking a Virtual Account Representative to serve as the first point of contact for prospective clients, guiding them toward the next steps in our financial solutions. You will initiate outbound outreach and respond to inquiries, helping clients explore offerings and set up follow-ups.

The role emphasizes clear communication, strong organization, and a people-first approach in a work-from-home setting.

Qualifications

• 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

People skills

Communication

Organization

Sales experience

Education

High school diploma or college degree preferred

Job description

Virtual Account Representative

About the Role:

Nuvant is hiring Virtual Account 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