Virtual Representative

Nuvant Consulting Group; Augusta (GA); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Competitive base salary

Bonus incentives

Benefits package

401k

Paid time off

Flexible schedule

Advancement opportunities

Job summary

Nuvant Consulting Group is hiring a Virtual Representative to serve as the first point of contact for prospective clients, introducing our services and guiding them toward the next step. This role emphasizes clear communication and a client-first approach.

You will initiate outbound outreach, respond to inquiries, uncover client needs, explain offerings, schedule follow-ups, and maintain CRM notes. A friendly, organized, work-from-home professional thrives here with opportunities for advancement.

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator in a client-facing environment.
• 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 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 communication

Organization

Prospecting

CRM logging

Follow-up skills

Sales experience (a plus)

Education

High school diploma

College degree preferred

Tools

CRM software

Job description

Virtual Representative

About the Role:

Nuvant is hiring Virtual 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