Virtual Account Representative

Nuvant Consulting Group; San Antonio (TX); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive base pay

Bonuses and incentives

Medical, dental, vision insurance

401(k) and paid time off

Job summary

Nuvant Consulting Group is seeking a Virtual Account Representative to connect with prospective clients and guide them toward suitable financial solutions. You will be among the first contacts, initiating conversations and conveying service offerings to help clients take the next step.

The role emphasizes remote work, strong communication, and a people-first approach to build rapport and identify client needs for tailored solutions.

Qualifications

• Bachelor's degree preferred, but not required.
• Excellent communication skills with a friendly, confident presence.
• Organized and self-motivated in a remote work environment.
• People-first approach with strong listening and follow-up skills.
• Previous experience in sales, customer engagement, or appointment setting is a plus.

Responsibilities

• Initiate outbound calls, emails, and messages to potential clients.
• Respond promptly to inbound inquiries and assist with initial questions.
• Build rapport while identifying each client’s unique needs and objectives.
• Clearly communicate service offerings and recommend appropriate next steps.
• Schedule follow-ups or connect clients with the right internal team members.
• Maintain accurate records of interactions and client notes in the CRM.

Skills

Communication

Organization

People-first approach

Sales experience

Education

Bachelor's degree preferred

Job description

Virtual Account Representative

About the Role:

Nuvant is seeking Virtual Account Representatives to connect with prospective clients and help them discover financial solutions tailored to their personal or business goals. As one of the first points of contact, you’ll introduce Nuvant’s services, engage in meaningful conversations, and guide clients toward the next step.

Core Responsibilities

• Initiate outbound calls, emails, and messages to potential clients
• Respond promptly to inbound inquiries and assist with initial questions
• Build rapport while identifying each client’s unique needs and objectives
• Clearly communicate service offerings and recommend appropriate next steps
• Schedule follow-ups or connect clients with the right internal team members
• Maintain accurate records of interactions and client notes in the CRM

Qualifications

• Bachelorsdegree preferred, but not required
• Excellent communication skills with a friendly, confident presence
• Organized and self-motivated in a remote work environment
• People-first approach with strong listening and follow-up skills
• Previous experience in sales, customer engagement, or appointment setting is a plus

What We Offer

• Competitive base pay plus performance-based bonuses and incentives
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
• Flexibility with structured support
• Career growth opportunities within an expanding company
• A professional and performance-driven team culture