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Virtual Sales & Client Onboarding Representative

Nuvant Consulting Group · Remote
RemoteFull-timeFinance & InsuranceEntry Level$72,000–$98,000/yr
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About the Virtual Sale Client Onboarding Representative role

Virtual Sale Client Onboarding Representative positions focus on delivering results in their domain. This page aggregates open Virtual Sale Client Onboarding Representative roles and what employers typically expect.

**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 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

Salary estimate

$72,000 – $98,000/yr
Provided by the employer.

Skills for this role

Sales

Resume tips for Virtual Sale Client Onboarding Representative applicants

Interview preparation

Prepare concrete STAR-format stories that show Virtual Sale Client Onboarding Representative outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Virtual Sale Client Onboarding Representative problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About Nuvant Consulting Group

Nuvant Consulting Group is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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