Virtual Representative
N
NuvantFinancial services
Source API remote eligibility restrictions: United StatesFull-Time
SalaryUSD 60000 - 75000 / year
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Job Details
- Required Skills
- Customer serviceCRM
Requirements
- A high school diploma or college degree is preferred.
- Be a confident, friendly communicator in a client-facing environment.
- Be organized and comfortable working in a work-from-home setting.
- Demonstrate strong listening and follow-up skills.
- Sales, appointment-setting, or other client-facing experience is a plus.
Responsibilities
- Initiate outbound calls, emails, and messages to potential clients.
- Respond promptly to inbound inquiries and guide clients through initial questions.
- Engage clients to uncover their needs and goals.
- Explain service offerings and recommend next steps.
- Schedule follow-up calls or connect clients with the appropriate team members.
- Log interactions and maintain accurate notes in the CRM.
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