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Virtual Sales & Client Onboarding Representative

Nuvant Consulting Group

Role overview

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
  • Previous experience in sales, appointment setting, or client-facing role a plus

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

Key facts

Hard skills

Microsoft Dynamics CRM Organizational Structure

Other skills

  • Sales
  • Communication
  • Customer Service
  • Active Listening

About the company

Nuvant Consulting Group logo

Nuvant Consulting Group

Company details

Links

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Job description

Virtual Sales & Client Onboarding Representative

About the Role: Nuvant is hiring Virtual Sales & 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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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