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