Virtual Representative

Nuvant Consulting Group; Oregon; Hybrid; USD 38,000 - 50,000; Full time

Benefits offered by this job

Bonuses

Benefits package

401k

Paid time off

Job summary

Nuvant Consulting Group is seeking a Virtual Representative to guide prospective clients through initial questions and introduce our financial solutions. You will act as the first point of contact, handling outreach by phone, email, and messages, and directing leads to the right next steps.

This remote, home-based role emphasizes clear communication, organized note-taking in our CRM, and a people-first approach.

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 sales, appointment setting, or client-facing experience 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

Outbound outreach

Client communication

Remote work

Active listening

Follow-up skills

Sales experience

Education

High school diploma

College degree preferred

Tools

CRM

Email

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 home setting
• 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