Account Specialist

Nuvant Consulting Group; Charlotte (NC); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid time off

Remote work with flexible scheduling

Job summary

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by helping them access personalized financial solutions. You will manage inquiries, discuss client goals, and provide clear explanations of services while maintaining CRM records.

The role offers a work-from-home environment with flexible scheduling and ongoing training, plus a comprehensive benefits package and performance-based incentives.

Qualifications

• Experience in sales, lead gen, or customer service is a plus.
• Ability to work independently and handle inbound/outbound inquiries.
• Track record of achieving goals and driving results.

Responsibilities

• 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.

Skills

Sales experience

Customer service

Goal oriented

Remote work

Education

High school diploma or college degree preferred

Job description

Account Specialist

Nuvant is seeking Account Specialists to join our team. 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.

Core Responsibilities

• 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.
• 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