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Virtual Client Sales Coordinator

Nuvant Consulting Group, Anaheim, California, United States, 92808

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Overview Virtual Client Sales Coordinator

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.

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

Qualifications

High school diploma or college degree preferred

Professional, friendly communicator who enjoys client interaction

Highly organized and reliable in a remote work environment

Strong listening skills with a client-focused mindset

Experience in sales, coordination, or customer support roles is a plus

What We Offer

Competitive base pay with performance bonuses and incentives

Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off

Flexibility with structured support

Opportunities for advancement with a growing company

A collaborative team culture built on integrity, accountability, and success

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