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Nuvant Consulting Group

Toronto / Global

Virtual Client Representative

Job Description

Virtual Client Representative Virtual Client Representative About the Role : Nuvant is hiring Virtual Client Representatives to help 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 Initiate outbound calls, emails, and messages to potential clients

Respond promptly to inbound inquiries and guide clients through initial questions

Engage in conversations to uncover client needs and goals

Clearly explain service offerings and recommend next steps

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

Log interactions and maintain accurate notes in our CRM

Qualifications High school diploma or college degree preferred

Confident, friendly communicator who thrives in a client-facing environment

Organized and comfortable working in a work from homesetting

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

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