Y-Axis Jobs Logo
Send us feedback
telephone  +91 7670 800 001
Log in Sign up Try Premium
Virtual Account Representative at Nuvant Consulting Group
Nashville, Tennessee, United States -
Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

75000.0

Posted On

09 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Outbound Calling, Email Communication, Inbound Inquiry Response, Rapport Building, Needs Assessment, Communication Skills, Follow-up Skills, CRM Maintenance, Organization, Self-Motivation, Listening Skills

Industry

Business Consulting and Services

Description
Virtual Account Representative About the Role: Nuvant is seeking Virtual Account Representatives to connect with prospective clients and help them discover financial solutions tailored to their personal or business goals. As one of the first points of contact, you’ll introduce Nuvant’s services, engage in meaningful conversations, and guide clients toward the next step. Core Responsibilities Initiate outbound calls, emails, and messages to potential clients Respond promptly to inbound inquiries and assist with initial questions Build rapport while identifying each client’s unique needs and objectives Clearly communicate service offerings and recommend appropriate next steps Schedule follow-ups or connect clients with the right internal team members Maintain accurate records of interactions and client notes in the CRM Qualifications Bachelors degree preferred, but not required Excellent communication skills with a friendly, confident presence Organized and self-motivated in a remote work environment People-first approach with strong listening and follow-up skills Previous experience in sales, customer engagement, or appointment setting is a plus What We Offer Competitive base pay plus performance-based bonuses and incentives Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off Flexibility with structured support Career growth opportunities within an expanding company A professional and performance-driven team culture
Responsibilities
The representative will initiate outbound contact via calls, emails, and messages to prospective clients to introduce Nuvant's services and identify their financial goals. They must also promptly handle inbound inquiries, build rapport, clearly communicate offerings, and guide clients to the next appropriate step or internal team.