Virtual Client Onboarding Representative

Role Summary

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.

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

Requirements

• 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

Benefits

• 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