Virtual Account Representative

Virtual Account RepresentativeNuvant is seeking Virtual Account Representatives to connect with prospective clients and help them discover financial solutions tailored to their personal or business goals. As one of the first points of contact, you'll introduce Nuvant's services, engage in meaningful conversations, and guide clients toward the next step.Core ResponsibilitiesInitiate outbound calls, emails, and messages to potential clientsRespond promptly to inbound inquiries and assist with initial questionsBuild rapport while identifying each client's unique needs and objectivesClearly communicate service offerings and recommend appropriate next stepsSchedule follow-ups or connect clients with the right internal team membersMaintain accurate records of interactions and client notes in the CRMQualificationsBachelors degree preferred, but not requiredExcellent communication skills with a friendly, confident presenceOrganized and self-motivated in a remote work environmentPeople-first approach with strong listening and follow-up skillsPrevious experience in sales, customer engagement, or appointment setting is a plusWhat We OfferCompetitive base pay plus performance-based bonuses and incentivesComprehensive benefits package including medical, dental, vision, 401(k), and paid time offFlexibility with structured supportCareer growth opportunities within an expanding companyA professional and performance-driven team culture