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.
Virtual Client Sales Coordinator
About the Role: Nuvant is seeking motivated Virtual Client Sales Coordinators to help prospective clients explore financial solutions that align with their goals. In this role, you’ll act as the first point of contact—introducing our services, understanding client needs, and coordinating the next steps in their journey with Nuvant.
Key Responsibilities
Conduct outbound calls, emails, and messages to engage potential clients
Respond quickly to inbound inquiries and provide clear, helpful information
Identify client needs through meaningful conversation and active listening
Present Nuvant’s service options and recommend appropriate next actions
Schedule follow-up appointments or connect clients with specialized team members
Maintain detailed and accurate records of client interactions in our CRM system
Qualifications
High school diploma or college degree preferred
Professional, friendly communicator who enjoys client interaction
Highly organized and reliable in a remote work environment
Strong listening skills with a client-focused mindset
Experience in sales, coordination, or customer support roles is a plus
What We Offer
Competitive base pay with performance bonuses and incentives
Comprehensive benefits package: medical, dental, vision, 401(k), and paid time off
Flexibility with structured support
Opportunities for advancement with a growing company
A collaborative team culture built on integrity, accountability, and success
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
