Virtual Representative

Nuvant is hiring Virtual Representatives to introduce financial solutions to prospective clients and guide them toward appropriate next steps. The role handles outreach and inquiries, identifies client needs, explains services, schedules follow-ups, and records interactions in a CRM. ResponsibilitiesInitiate outbound calls, emails, and messages to potential clientsRespond promptly to inbound inquiries and guide clients through initial questionsEngage in conversations to uncover client needs and goalsClearly explain service offerings and recommend next stepsSchedule follow-up calls or connect clients with the right team membersLog interactions and maintain accurate notes in our CRM QualificationsConfident, friendly communicator who thrives in a client-facing environmentA people-first approach with strong listening and follow-up skills PreferredHigh school diploma or college degree preferredPrevious experience in sales, appointment setting, or client-facing role a plus BenefitsPerformanc