Virtual Account Representative

Nuvant Consulting Group • San Diego, CA

3d • $65,000 - $75,000 • Remote

About The Position

Nuvant is hiring Virtual Account Representatives to help prospective clients explore financial solutions aligned with their personal or business goals. The representative is a key first point of contact, introducing Nuvant’s services and guiding clients toward the next step. The role involves communicating with prospective clients, understanding their needs, explaining service offerings, arranging follow-up, and maintaining accurate CRM records.

Requirements

• High school diploma or college degree preferred.
• Confident, friendly communication skills and comfort in a client-facing environment.
• Organized and comfortable working from home.
• A people-first approach with strong listening and follow-up skills.

Nice To Haves

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

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 appropriate team members.
• Log interactions and maintain accurate notes in the CRM.

Benefits

• Competitive base salary plus performance-based bonuses and incentives.
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off.
• Flexibility with structured support.
• Opportunities for advancement with a growing company.
• A team culture that values professionalism and performance.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed