Virtual Account Representative

Nuvant Consulting Group; San Diego (CA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Benefits package

401k

PTO

Job summary

Nuvant Consulting Group is hiring a Virtual Account Representative to act as the first point of contact for prospective clients and guide them toward next steps in our financial solutions journey.

You will initiate outreach, respond to inquiries, and qualify client needs while maintaining accurate CRM records. This role supports a remote-friendly, team-oriented environment with opportunities for advancement.

Qualifications

• Client-facing role experience preferred.
• Strong verbal and written communication skills.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with good follow-up skills.
• Previous sales/appointment setting 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 next steps.

Skills

Outgoing communication

Client-facing

Remote work

CRM/logging

Active listening

Education

High school diploma

College degree preferred

Tools

CRM software

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