Virtual Sales & Client Onboarding RepresentativeNuvant Consulting Group • Saint Paul, Illinois, United States

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Virtual Sales & Client Onboarding Representative

Nuvant Consulting Group

Saint Paul, Illinois, United States

Saint Paul, Illinois, United States

Über

Virtual Sales & Client Onboarding Representative About the Role: Nuvant is hiring Virtual Sales & 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 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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Saint Paul, Illinois, United States

Sprachkenntnisse

English

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