Virtual Representative

Nuvant Consulting Group; Salt Lake City (UT); On-site; USD 32,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Flexible schedule

Job summary

Nuvant Consulting Group 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.

You will initiate outbound outreach, respond to inquiries, and guide clients through initial questions, while maintaining detailed 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.

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 calling

Communication skills

Client empathy

Organization

WFH experience

Sales/appointment setting

Education

High school diploma or college degree preferred

Job description

Virtual Representative

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