Virtual Sales & Client Onboarding Representative

Nuvant Consulting Group; United States; Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k and retirement planning

Paid time off

Job summary

Nuvant Consulting Group is seeking a Virtual Sales & Client Onboarding Representative to serve as the first point of contact for new and prospective clients. You will guide them toward the next steps, explaining services and coordinating next actions from a remote setting.

The role emphasizes outbound outreach, needs discovery, and accurate CRM updates, with a focus on professional client engagement and follow-up to ensure a smooth onboarding experience.

Qualifications

• High school diploma or college degree required or preferred.
• Professional, friendly communicator who thrives in client-facing roles.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with strong listening and follow-up skills.
• Previous experience in sales, appointment setting, or client-facing roles is 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 the CRM.

Skills

Client communication

Outbound outreach

Active listening

Organization

Education

High school diploma or college degree

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