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Virtual Account Representative at Nuvant Consulting Group

San Jose, California, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Jun, 26

Salary

75000.0

Posted On

28 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Outbound Calling, Email Communication, Client Inquiry Response, Needs Assessment, Service Explanation, Next Step Recommendation, Scheduling, CRM Logging, Client-Facing, Listening Skills, Follow-up Skills

Industry

Business Consulting and Services

Description

Virtual Account Representative About the Role: Nuvant is hiring Virtual Account Representatives to help 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. Core 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 our CRM Qualifications High school diploma or college degree preferred Confident, 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 What We Offer 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

Responsibilities

The representative will serve as the initial point of contact, initiating outbound communications and promptly responding to inbound inquiries to introduce services and guide prospective clients. Core duties involve engaging in conversations to uncover client needs, clearly explaining offerings, recommending next steps, and accurately logging all interactions in the CRM.