虚拟客户代表
Virtual Client Representative
虚拟客户代表
职位描述：Nuvant 正在招聘虚拟客户代表，帮助潜在客户探索符合其个人或业务目标的财务解决方案。在此职位中，您将成为客户接触我们的关键第一人，介绍我们的服务并引导客户进入下一步。
核心职责
· 主动发起电话、邮件和消息，联系潜在客户
- 及时回应客户的咨询，并引导客户解决初步问题
- 通过对话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
- 安排后续通话或为客户对接合适的团队成员
- 记录互动情况，并在我们的 CRM 中保持准确的记录
任职要求
· 高中毕业或大学学历优先
- 具备自信、友好的沟通能力，能在面向客户的环境中工作
- 有条理，适应居家办公环境
- 以客户为中心，具备良好的倾听和跟进能力
- 有销售、预约安排或客户相关工作经验者优先
我们提供的福利
· 竞争力的底薪，加上基于绩效的奖金和激励措施
- 享有全面的福利包，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拥有晋升机会
- 团队文化重视专业性和业绩表现
最初发布于 喜马拉雅山
查看英文原文
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
· 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
Originally posted on Himalayas