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 environment
- Organized and comfortable working in a work from home setting
- A people-first approach with solid 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

📌 Virtual Client Representative (Canada)
🏢 Nuvant Consulting Group
📍 Canada