Virtual Account Representative
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Nuvant Consulting Group
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Virtual Account Representative
Nuvant Consulting Group
Posted 2 months ago
Full Time
Tempe, Arizona
Fully Remote
Smart Summary
Responsibilities
The role involves initiating outbound communications to potential clients and responding to inbound inquiries to explain service offerings. You will also be responsible for scheduling follow-ups and maintaining accurate client records within the CRM system.
Qualifications
You have a high school diploma or college degree and possess strong communication and organizational skills. You are comfortable working remotely and have a people-first approach with excellent listening and follow-up abilities. Previous experience in sales or a client-facing role is a plus.
Must Have Skills for ATS
CRM
Job Description
About the Role: Nuvant is hiring Virtual Account 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 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
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Nuvant Consulting Group
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