Virtual Client Representative

Nuvant Consulting Group • Omaha, NE

1d • $60,000 - $75,000 • Remote

About The Position

Nuvant is hiring Virtual Client Representatives to help prospective clients explore financial solutions aligned with their personal or business goals. The representative serves as a key first point of contact, introduces Nuvant’s services, and guides clients toward the next step. The role involves both outbound outreach and responding to inbound inquiries, learning about client needs, explaining service offerings, and arranging follow-up or connections with appropriate team members. Representatives also record interactions and maintain accurate CRM notes.

Requirements

• Confident, friendly communication skills and the ability to thrive 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.

Nice To Haves

• High school diploma or college degree preferred.
• Previous experience in sales, appointment setting, or a client-facing role is a plus.

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