Virtual Representative

Nuvant Consulting Group • Orlando, FL

1d • $60,000 - $75,000 • Remote

About The Position

Nuvant is hiring Virtual Representatives to help prospective clients explore financial solutions aligned with their personal or business goals. The role serves as a key first point of contact, introducing the company's services and guiding clients toward the next step. Representatives communicate with potential clients, learn about their needs, explain service offerings, recommend next steps, arrange follow-ups or referrals to appropriate team members, and document interactions in the CRM.

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 right 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