虚拟销售与客户入职代表
Virtual Sales & Client Onboarding Representative
虚拟销售与客户入职代表
职位简介：Nuvant 正在招聘虚拟销售与客户入职代表，帮助新客户和潜在客户探索符合其个人或业务目标的金融解决方案。在此职位上，您将作为客户的第一接触点，介绍我们的服务并引导客户进入下一步。
主要职责
· 作为新客户和新进客户的首要虚拟联系人
- 发起外呼电话、电子邮件和消息，欢迎并引导客户入职
- 进行对话以了解客户的需求和目标
- 清晰解释服务内容并推荐下一步行动
- 安排后续电话或为客户连接合适的团队成员
- 在我们的 CRM 系统中维护详细的客户记录
任职要求
· 高中毕业或大学学历优先
- 具备专业且友好的沟通能力，能在客户面向的环境中茁壮成长
- 有条理且适应在家办公的工作环境
- 以客户为中心，具备良好的倾听和跟进能力
- 有销售、预约安排或客户面向经验者优先
我们提供的福利
· 具有竞争力的基本薪资，加上基于绩效的奖金和激励措施。
- 可享受全面的福利包，包括医疗、牙科、视力保险、401k 和带薪休假。
- 结构化支持下的灵活工作安排
- 在快速发展的公司中获得晋升机会
- 团队文化重视专业性和绩效
最初发布于 Himalayas
查看英文原文
Virtual Sales & Client Onboarding Representative
About the Role: Nuvant is hiring Virtual Sales & Client Onboarding Representatives to help new and 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
· Serve as the primary virtual point of contact for new and incoming clients
- Initiate outbound calls, emails, and messages to welcome and onboard clients
- Engage in conversations to discover client needs and goals
- Clearly explain service offerings and recommend next steps
- Schedule follow-up calls or connect clients with the right team members
- Maintain detailed and accurate client records in our CRM system
Qualifications
· High school diploma or college degree preferred
- Professional, 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
Originally posted on Himalayas