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
- Remote eligibility
- Canada listed. Check the posting for province restrictions.
- Posting language
- English
- Posted
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
Qualifications
What We Offer
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
More about this job
Responsibilities
The Virtual Client Representative initiates contact with potential clients to introduce financial services and guide them through the initial inquiry process. They are also responsible for scheduling follow-ups and maintaining accurate client records within the company 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
- Email communication
- Client engagement
- Sales
- Appointment setting
- CRM software
- Active listening
- Communication
- Organization
- Problem solving
Benefits
- Medical
- Dental
- Vision
- 401k
- Paid time off
- Performance-based bonuses
- Incentives
Remote locations
- Ottawa, Ontario, Canada
Remote locations (standardized)
- Ottawa, Ontario, Canada
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Customer Service & Support
- Finance & Accounting
- Administrative
Keywords
- Virtual Client Representative
- Financial solutions
- Outbound calls
- Inbound inquiries
- CRM
- Sales
- Appointment setting
- Client-facing
- Work from home
- Customer service
- Lead generation
- Communication skills
- Professionalism