Virtual Client Sales Coordinator

About the Role

Nuvant is seeking motivated Virtual Client Sales Coordinators to help prospective clients explore financial solutions that align with their goals. In this role, you’ll act as the first point of contact—introducing our services, understanding client needs, and coordinating the next steps in their journey with Nuvant.

Key Responsibilities

• Conduct outbound calls, emails, and messages to engage potential clients
• Respond quickly to inbound inquiries and provide clear, helpful information
• Identify client needs through meaningful conversation and active listening
• Present Nuvant’s service options and recommend appropriate next actions
• Schedule follow-up appointments or connect clients with specialized team members
• Maintain detailed and accurate records of client interactions in our CRM system
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