<span style="font-size:16px;"><strong>Virtual Client Onboarding Representative</strong></span><br><br><strong><span style="font-size:14px;">About the Role</span>: </strong>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.<br><br><span style="font-size:14px;"><strong>Core Responsibilities</strong></span><ul><li>Serve as the primary virtual point of contact for new and incoming clients</li><li>Initiate outbound calls, emails, and messages to welcome and onboard clients</li><li>Engage in conversations to discover client needs and goals</li><li>Clearly explain service offerings and recommend next steps</li><li>Schedule follow-up calls or connect clients with the right team members</li><li>Maintain detailed and accurate client records in our CRM system</li></ul><br><span style="font-size:14px;"><strong>Qualifications</strong></span><ul><li>High school diploma or college degree preferred</li><li>Professional, friendly communicator who thrives in a client-facing environment</li><li>Organized and comfortable working in a work from home setting</li><li>A people-first approach with strong listening and follow-up skills</li><li>Previous experience in sales, appointment setting, or client-facing role a plus</li></ul><br><span style="font-size:14px;"><strong>What We Offer</strong></span><ul><li>Competitive base salary plus performance-based bonuses and incentives.</li><li>Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.</li><li>Flexibility with structured support</li><li>Opportunities for advancement with a growing company</li><li>A team culture that values professionalism and performance</li></ul>
