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Nuvant Consulting Group

Virtual Account Representative

Posted 23 days ago
United States
$65000 - $75000 per year
0-2 years experience
hiring
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AI Summary

The role involves initiating outbound communications to potential clients and responding to inbound inquiries to explain service offerings. You will also be responsible for scheduling follow-up appointments and maintaining accurate client records within the CRM.

Virtual Account Representative

About the Role: Nuvant is hiring Virtual Account 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 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
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