Virtual Account Representative

Job highlights

• Organized and comfortable working in a work from home setting . A people-first approach with strong listening and follow-up skills .
• High school diploma or college degree preferred .
• Previous experience in sales,appointment setting,or client-facing role a plus . What We Offer

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

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.