Virtual Client Representative

Nuvant Consulting Group; Omaha (NE); Remote; USD 32,000 - 50,000; Full time

Benefits offered by this job

Bonus incentives

Benefits package

Flexible schedule

Advancement opportunities

Professional team culture

Job summary

Nuvant Consulting Group is seeking a Virtual Client Representative to help prospective clients explore financial solutions aligning with their goals. You will be a key first contact, guiding clients to the next step and coordinating with the team.

In this remote-facing role, you’ll initiate and respond to inquiries, uncover client needs, and clearly explain service options. A friendly, organized communicator with sales experience is preferred, with strong follow-up skills.

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.
• 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 inquiries and guide clients through initial questions.
• Engage in conversations to uncover client needs and goals.
• Explain service offerings and recommend next steps clearly.
• Schedule follow-up calls or connect clients with the right team members.
• Log interactions and maintain accurate notes in our CRM.

Skills

Client communication

Outbound outreach

CRM logging

Active listening

Sales experience

Education

High school diploma

Tools

CRM software

Job description

Virtual Client Representative

Nuvant is hiring Virtual Client 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