Virtual Account Representative
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AI Summary
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.
Virtual Account Representative
About the Role:
Nuvant is seeking Virtual Account Representatives to connect with prospective clients and help them discover financial solutions tailored to their personal or business goals. As one of the first points of contact, you’ll introduce Nuvant’s services, engage in meaningful conversations, and guide clients toward the next step.
Core Responsibilities
About the Role:
Nuvant is seeking Virtual Account Representatives to connect with prospective clients and help them discover financial solutions tailored to their personal or business goals. As one of the first points of contact, you’ll introduce Nuvant’s services, engage in meaningful conversations, and guide clients toward the next step.
Core Responsibilities
- Initiate outbound calls, emails, and messages to potential clients
- Respond promptly to inbound inquiries and assist with initial questions
- Build rapport while identifying each client’s unique needs and objectives
- Clearly communicate service offerings and recommend appropriate next steps
- Schedule follow-ups or connect clients with the right internal team members
- Maintain accurate records of interactions and client notes in the CRM
- Bachelors degree preferred, but not required
- Excellent communication skills with a friendly, confident presence
- Organized and self-motivated in a remote work environment
- People-first approach with strong listening and follow-up skills
- Previous experience in sales, customer engagement, or appointment setting is a plus
- Competitive base pay plus performance-based bonuses and incentives
- Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
- Flexibility with structured support
- Career growth opportunities within an expanding company
- A professional and performance-driven team culture
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