Virtual Client Onboarding Representative

Virtual Client Onboarding RepresentativeAbout the Role : Nuvant is hiring Virtual Client Onboarding Representatives to help new and 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 Serve as the primary virtual point of contact for new and incoming clientsInitiate outbound calls, emails, and messages to welcome and onboard clientsEngage in conversations to discover client needs and goalsClearly explain service offerings and recommend next stepsSchedule follow-up calls or connect clients with the right team membersMaintain detailed and accurate client records in our CRM systemQualifications High school diploma or college degree preferredProfessional, 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 client-facing role a plusWhat 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 supportOpportunities for advancement with a growing companyA team culture that values professionalism and performancePowered by JazzHR