Virtual Representative

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 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 CRMQualificationsHigh school diploma or college degree preferredConfident, friendly communicator who thrives in a client-facing environmentOrganized and comfortable working in a work from home settingA people-first approach with strong listening and follow-up skillsPrevious experience in sales, appointment setting, or c