Virtual Account Representative
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 ResponsibilitiesInitiate 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
QualificationsBachelors 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
What We OfferCompetitive 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
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 ResponsibilitiesInitiate 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
QualificationsBachelors 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
What We OfferCompetitive 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