Virtual Client Onboarding Representative
Nuvant Consulting GroupBaton Rouge, LA
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Remote
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Virtual Client Onboarding RepresentativeAbout the Role: Nuvant is hiring Virtual 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
- 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
- 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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FAQs About Virtual Client Onboarding Representative Jobs at Nuvant Consulting Group
What is the work location for this position at Nuvant Consulting Group?
This job at Nuvant Consulting Group is located in Baton Rouge, LA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Nuvant Consulting Group?
Employer has not shared pay details for this role.
What employment applies to this position at Nuvant Consulting Group?
Nuvant Consulting Group lists this role as a Full-time position.
What experience level is required for this role at Nuvant Consulting Group?
Nuvant Consulting Group is looking for a candidate with "Senior-level" experience level.
Does Nuvant Consulting Group allow remote work for this role?
Yes, this position at Nuvant Consulting Group supports remote work, giving candidates the flexibility to work outside the primary office location.
What is the process to apply for this position at Nuvant Consulting Group?
You can apply for this role at Nuvant Consulting Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.