About the role
Virtual Client Onboarding Representative
About the Role: Nuvant is hiring Virtual Client Onboarding Representatives to help new and 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 * Serve as the primary virtual point of contact for new and incoming clients * Initiate outbound calls, emails, and messages to welcome and onboard clients * Engage in conversations to discover client needs and goals * Clearly explain service offerings and recommend next steps * Schedule follow-up calls or connect clients with the right team members * Maintain detailed and accurate client records in our CRM system
Qualifications * High school diploma or college degree preferred * Professional, 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
Originally posted on Himalayas