Virtual Client Representative

Virtual Client Representative About the Role : Nuvant is hiring Virtual Client 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 workplace
- 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

📌 Remote Client Advisor for Financial Solutions (Toronto)
🏢 Nuvant Consulting Group
📍 Toronto