Virtual Representative (Remote)

Tech Sales Jobs; United States; Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonuses and incent</

Job summary

Nuvant is seeking a Remote Virtual Representative to act as the first point of contact for prospective clients, guiding them toward the next steps in our financial solutions.

You will initiate outreach, respond to inquiries, and explore client needs while clearly explaining services and scheduling follow-ups. A strong communicator with CRM experience will thrive in this role with a supportive, performance-driven culture.

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator in client-facing roles.
• Organized and comfortable working from home.
• 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.
• Uncover client needs and goals through conversation.
• Explain service offerings clearly and suggest next steps.
• Schedule follow-ups or connect clients with the right team.
• Log interactions and maintain notes in the CRM.

Skills

Customer-facing communication

Organizational skills

Active listening

Follow-up skills

Remote work experience

Education

High school diploma or college degree preferred

Tools

CRM software

Job description

Virtual Representative

Location: Remote

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