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Virtual Representative at Nuvant Consulting Group
Tucson, Arizona, United States -
Full Time

Start Date

Immediate

Expiry Date

03 Jul, 26

Salary

75000.0

Posted On

04 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Outbound calling, Client communication, Sales, Appointment setting, CRM management, Active listening, Follow-up skills, Customer service, Lead qualification, Problem solving

Industry

Business Consulting and Services

Description
Virtual Representative About the Role: Nuvant is hiring Virtual 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 Virtual Representative will initiate outbound communications and respond to inbound inquiries to introduce financial services. They are responsible for uncovering client needs, scheduling follow-ups, and maintaining accurate records in the CRM.