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