Virtual Account Representative

Nuvant Consulting Group; United States; Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Bonus incentives

Medical benefits

Dental benefits

Vision benefits

401k

Paid time off

Career advancement

Job summary

Nuvant is seeking a Virtual Account Representative in the United States to be a friendly first point of contact for prospective clients, introduce our financial solutions, and guide them toward the next step.

You will initiate outbound outreach, respond promptly to inquiries, uncover client needs, clearly explain services, and coordinate follow-up with the right team, all from a remote home-based setting.

Qualifications

• High school diploma or college degree preferred.
• Strong communication and listening skills.
• Organized and capable of working from home.
• Experience in sales or client-facing roles 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-focused communication

Organization

Work from home

Follow-up skills

Active listening

Education

High school diploma or GED

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