Virtual Sales & Client Onboarding Representative

Nuvant Consulting Group; New York (NY); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

401k

Paid time off

Flexible schedule

Job summary

Nuvant Consulting Group is hiring a Virtual Sales & Client Onboarding Representative to greet new and prospective clients, understand their goals, and guide them toward the next steps. You will work remotely, delivering friendly, professional service, capturing details in the CRM, and coordinating with the team to ensure a smooth onboarding experience for every client.

Ideal candidates bring strong communication, organization, and a customer-first mindset; prior sales or client-facing experience

Qualifications

• High school diploma or higher; college preferred.
• Strong communication and organizational skills.
• Experience in sales or client-facing role is a plus.
• Comfortable working from home with reliable internet.

Responsibilities

• Serve as the primary virtual contact for new and incoming clients.
• Initiate outbound calls, emails, and messages to onboard clients.
• Identify client needs and suggest next steps.
• Explain services clearly and schedule follow-ups.
• Maintain client records in CRM with accuracy.

Skills

Client communication

CRM familiarity

Remote work

Active listening

Education

High school diploma

College degree preferred

Tools

CRM software

Email automation

Job description

Virtual Sales & Client Onboarding Representative

About the Role :

Nuvant is hiring Virtual Sales & Client Onboarding Representatives to help new and 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

• Serve as the primary virtual point of contact for new and incoming clients
• Initiate outbound calls, emails, and messages to welcome and onboard clients
• Engage in conversations to discover client needs and goals
• Clearly explain service offerings and recommend next steps
• Schedule follow-up calls or connect clients with the right team members
• Maintain detailed and accurate client records in our CRM system

Qualifications

• High school diploma or college degree preferred
• Professional, 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