Account Specialist
- Remote
- Mid Level
- Posted
Nuvant is seeking Account Specialists to join our team.
Responsibilities
- In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions.
- You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.
- Proactively reach out to clients and handle inbound inquiries Discuss client goals and align solutions accordingly Provide clear explanations of services and next steps Track activity and maintain up-to-date records in CRM Support retention efforts through ongoing communication Qualifications High school diploma or college degree preferred Prior experience in sales, lead generation, or customer service roles a plus Results and goal oriented Able to work independently in a work from home environment What We Offer Competitive base salary plus performance-based bonuses and incentives.
Benefits
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- A work from home environment with flexible scheduling options Ongoing training and support