Virtual Client Onboarding Representative

Virtual Client Onboarding Representative

About 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 clients

Initiate outbound calls, emails, and messages to welcome and onboard clients

Engage in conversations to discover client needs and goals

Clearly explain service offerings and recommend next steps

Schedule follow-up calls or connect clients with the right team members

Maintain detailed and accurate client records in our CRM system

Qualifications

High school diploma or college degree preferred

Professional, 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

Originally posted on Himalayas