Virtual Sales & Client Onboarding Representative

Nuvant Consulting Group; United States; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive benefits (medical,Dental

Vision, 401k, PTO

Flexible remote work setup

Opportunities for advancement

Job summary

Nuvant Consulting Group is seeking a Virtual Sales & Client Onboarding Representative to guide new and prospective clients toward suitable financial solutions from the comfort of a home office.

You will initiate outreach, understand client needs, and clearly explain services, helping clients take the next steps with our team. This role offers a supportive remote work environment and growth opportunities.

Qualifications

• High school diploma or college degree preferred.
• Strong verbal and written communication skills.
• Organized and comfortable working from home.
• People-first approach with good follow-up skills.
• Previous sales/appointment setting experience a plus.

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.

Skills

Client-facing communication

Organized

Sales experience (preferred)

Active listening

Education

High school diploma or college degree

Tools

CRM (customer relationship management)

Job description

Virtual Sales & Client Onboarding Representative

Virtual Sales & Client Onboarding Representative

About the Role :

Nuvant is hiring Virtual Sales & Client OnboardingRepresentatives 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