The Virtual Representative initiates contact with potential clients via calls and emails to introduce financial solutions. They are responsible for uncovering client needs, recommending next steps, and scheduling follow-up appointments.
Nuvant Consulting Group
49 Remote Job Openings at Nuvant Consulting Group
The role involves conducting outbound calls and responding to inquiries to provide personalized financial solutions to individuals and small businesses. Responsibilities include performing needs assessments, guiding clients through onboarding, and maintaining accurate CRM records.
Remote Account Representative
Nuvant Consulting Group
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Full Time
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3 days ago
Nuvant Consulting Group
The role involves connecting with prospective clients to understand their financial goals and presenting tailored financial solutions. The representative is also responsible for managing onboarding, maintaining CRM logs, and providing ongoing client support.
The role involves identifying potential clients and providing tailored financial solutions to support their goals. It requires building lasting partnerships with stakeholders and collaborating with internal teams to improve the client experience.
Virtual Client Representative
Nuvant Consulting Group
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Full Time
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5 days ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments while maintaining CRM records.
Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities within a CRM to maintain client rapport.
The role involves conducting outbound outreach and qualifying leads to guide potential clients toward tailored financial solutions. It also includes managing the initial sales cycle and ensuring a smooth onboarding process for new clients.
Act as the first point of contact to engage potential clients through calls and emails to identify their financial needs. Coordinate next steps by presenting service options and scheduling follow-up appointments with specialized team members.
Remote Client Account Associate
Nuvant Consulting Group
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Full Time
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5 days ago
Nuvant Consulting Group
The role involves acting as the first point of contact for clients to understand their financial goals and recommend tailored solutions. Responsibilities include guiding clients through onboarding and maintaining regular contact to ensure satisfaction and retention.
The Virtual Representative initiates contact with potential clients via calls and emails to introduce financial solutions. They are responsible for uncovering client needs, scheduling follow-up appointments, and maintaining accurate records in the CRM.
Work From Home Account Specialist
Nuvant Consulting Group
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Full Time
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9 days ago
Nuvant Consulting Group
Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in a CRM and support retention efforts through ongoing communication.
Business Solutions Consultant
Nuvant Consulting Group
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Full Time
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9 days ago
Nuvant Consulting Group
The role involves identifying potential clients and providing tailored financial solutions to support their goals. It requires building lasting partnerships with stakeholders and collaborating with internal teams to improve the client experience.
The role involves conducting outbound outreach and qualifying leads to guide potential clients toward tailored financial solutions. It also includes managing the initial sales cycle and ensuring a smooth onboarding process for new clients.
Remote Account Sales Specialist
Nuvant Consulting Group
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Full Time
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9 days ago
Nuvant Consulting Group
The role involves managing inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Responsibilities include aligning services with client goals and maintaining accurate records in a CRM.
Work From Home Account Specialist
Nuvant Consulting Group
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Full Time
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11 days ago
Nuvant Consulting Group
Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in a CRM and support retention efforts through ongoing communication.
Virtual Account Representative
Nuvant Consulting Group
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Full Time
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11 days ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments while maintaining CRM records.
The role involves connecting with prospective and existing clients to provide personalized financial solutions and recommendations. Responsibilities include managing client onboarding, maintaining CRM records, and conducting periodic check-ins to ensure satisfaction.
Business Relations Advisor
Nuvant Consulting Group
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Full Time
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11 days ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will act as a trusted resource, managing the onboarding process and collaborating internally to improve client experience.
The role involves managing inbound and outbound communications to provide personalized financial solutions to individuals and small businesses. Responsibilities include aligning solutions with client goals and maintaining accurate records in the CRM.
Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities within a CRM to maintain client rapport.
Work From Home Virtual Account Advisor
Nuvant Consulting Group
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Full Time
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16 days ago
Nuvant Consulting Group
Engage with new leads to identify financial goals and recommend tailored service solutions. Manage the client onboarding process and track all outreach activities within a CRM.
The Account Associate serves as the primary contact for clients seeking financial solutions, matching them with appropriate services. Responsibilities include managing inbound inquiries, guiding clients through onboarding, and maintaining long-term satisfaction.
The role involves managing inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Responsibilities include aligning solutions with client goals and maintaining accurate records in a CRM.
Business Relations Advisor
Nuvant Consulting Group
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Full Time
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16 days ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will act as a trusted resource, managing the onboarding process and collaborating internally to improve client experience.
Remote Client Account Specialist
Nuvant Consulting Group
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Full Time
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18 days ago
Nuvant Consulting Group
Act as the first point of contact for clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.
Virtual Client Onboarding Representative
Nuvant Consulting Group
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Full Time
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18 days ago
Nuvant Consulting Group
Serve as the primary virtual contact for new clients to introduce financial services and discover their goals. Responsibilities include conducting outbound outreach, scheduling follow-ups, and maintaining accurate records in the CRM.
The Virtual Representative initiates outbound contact and responds to inbound inquiries to introduce financial solutions to prospective clients. They are responsible for uncovering client needs, recommending next steps, and scheduling follow-up appointments while maintaining CRM records.
Remote Account Sales Specialist
Nuvant Consulting Group
·
Full Time
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18 days ago
Nuvant Consulting Group
The role involves managing inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Responsibilities include aligning services with client goals and maintaining accurate records in the CRM.
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. The consultant is responsible for uncovering client goals, recommending next steps, and scheduling follow-up appointments.
Act as the first point of contact for potential clients to understand their financial goals and recommend tailored solutions. Guide clients through the onboarding process and maintain regular contact to ensure satisfaction and retention.
Virtual Client Onboarding Representative
Nuvant Consulting Group
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Full Time
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22 days ago
Nuvant Consulting Group
Serve as the primary virtual contact for new clients to introduce financial solutions and guide them through the onboarding process. Responsibilities include conducting outbound outreach, discovering client goals, and scheduling follow-up appointments.
Virtual Client Representative
Nuvant Consulting Group
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Full Time
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22 days ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments while maintaining CRM records.
Work From Home Account Manager
Nuvant Consulting Group
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Full Time
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22 days ago
Nuvant Consulting Group
Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in a CRM and support retention efforts through ongoing communication.
The Account Advisor engages with new and prospective clients to understand their financial goals and recommend tailored solutions. They guide clients through onboarding and provide ongoing support and regular check-ins.
The role involves conducting outbound outreach and qualifying leads to guide potential clients toward tailored financial solutions. It also includes managing the initial sales cycle and ensuring a smooth onboarding process for new clients.
Business Solutions Representative
Nuvant Consulting Group
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Full Time
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24 days ago
Nuvant Consulting Group
Identify potential clients and build lasting partnerships by offering tailored financial solutions. Provide strategic guidance and ongoing support to ensure a seamless onboarding process and improved client experience.
The role involves connecting with prospective clients to understand their financial goals and presenting tailored financial solutions. The associate will also manage client onboarding and maintain detailed activity logs within CRM tools.
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. The consultant is responsible for uncovering client needs and scheduling follow-up appointments with the appropriate team members.
Work From Home Account Associate
Nuvant Consulting Group
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Full Time
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24 days ago
Nuvant Consulting Group
The role involves reaching out to potential clients via phone and email to recommend financial services. The associate is responsible for guiding clients through onboarding and tracking all activity within a CRM.
The role involves managing inbound and outbound communications to help clients access personalized financial solutions. Responsibilities include tracking activity in a CRM and supporting client retention efforts.
Virtual Account Representative
Nuvant Consulting Group
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Full Time
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a month ago
Nuvant Consulting Group
The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include identifying client needs, scheduling follow-ups, and maintaining accurate records in the CRM.
Act as the first point of contact for clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.
The role involves connecting with clients to provide personalized financial recommendations and guiding them through product onboarding. It also requires maintaining detailed client records in CRM systems and conducting periodic check-ins to ensure satisfaction.
Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in CRM and support retention efforts through ongoing communication.
Virtual Sales & Client Onboarding Representative
Nuvant Consulting Group
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Full Time
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a month ago
Nuvant Consulting Group
Act as the primary virtual contact to welcome new clients and introduce financial solutions. Responsibilities include conducting outbound outreach, discovering client goals, and scheduling follow-up appointments.
Business Relations Advisor
Nuvant Consulting Group
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Full Time
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a month ago
Nuvant Consulting Group
The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will act as a trusted resource, managing the onboarding process and collaborating with internal teams to enhance client experience.
Guide clients through personalized insurance solutions and maintain strong professional connections. Conduct meetings to present options and expand the client network through outreach and referrals.
The role involves engaging with new and prospective clients to provide tailored financial solutions. Responsibilities include guiding clients through onboarding and maintaining accurate records in CRM tools.
Virtual Client Sales Coordinator
Nuvant Consulting Group
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Full Time
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2 months ago
Nuvant Consulting Group
The Virtual Client Sales Coordinator acts as the primary point of contact to engage potential clients and identify their financial needs. They are responsible for managing outbound communications, scheduling appointments, and maintaining accurate records in the CRM system.
