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Added 24 mins ago
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Nuvant Consulting Group

Virtual Client Representative

Remote, Canada

Remote

$80,000 to $97,000 CAD / year · Full-time

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Job details

Pay: $80,000 to $97,000 CAD / year
Job type: Full-time
Workplace: Remote
Apply by: Jan 5, 2027
Posting language: English
Posted: Oct 7, 2026

Original job description

Virtual Client Representative

About the Role: Nuvant is hiring Virtual Client 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

Apply About employer

More about this job

Responsibilities

The Virtual Client Representative initiates outbound contact and manages inbound inquiries to introduce financial services to potential clients. They are responsible for uncovering client needs, scheduling follow-ups, and maintaining accurate interaction logs in the CRM.

Requirements

Candidates should possess a high school diploma or college degree and demonstrate strong communication and listening skills. Previous experience in sales, appointment setting, or client-facing roles is considered a plus.

Skills

Outbound calling
Inbound inquiry management
Client engagement
Sales
Appointment setting
Communication
Active listening
CRM software
Lead qualification
Relationship building
Time management
Problem solving

Benefits

Medical
Dental
Vision
401k
Paid time off
Performance-based bonuses
Incentives

Remote locations

Toronto, Ontario, Canada

Remote locations (standardized)

Toronto, Ontario, Canada

Visa sponsorship

Not detected in the job text

Keywords

Virtual Client Representative
Financial solutions
Outbound calls
Inbound inquiries
CRM
Sales
Appointment setting
Client-facing
Work from home
Lead generation
Customer service
Communication skills
Performance-based bonuses
401k
Professionalism

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