Virtual Representative

Nuvant Consulting Group; Chicago (IL); Remote; USD 35,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Bonuses

Benefits package

401k

Paid time off

Flexible schedule

Advancement opportunities

Team culture

Job summary

Nuvant Consulting Group is hiring a Virtual Representative to be the first point of contact for prospective clients exploring financial solutions. You will initiate outreach, respond to inquiries, and guide customers through initial questions, presenting services and next steps.

In a remote, work-from-home setting, you’ll log interactions in our CRM, schedule follow-ups, and coordinate with team members to move clients toward the right solution, while maintaining a professional and

Qualifications

• Confident, friendly communicator who thrives 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 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

Excellent communication

Outreach prospecting

Organization

People-first attitude

Sales experience

Education

High school diploma or college degree

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