Account Specialist

Nuvant Consulting Group; Columbus (OH); Remote; USD 42.000 - 65.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Performance-based bonuses and incent.

Benefits package including medical, ??

Work from home with flexible schedule

Zusammenfassung

Nuvant Consulting Group is seeking an Account Specialist to 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.

In this remote, home-based role, you will work independently, stay organized in a CRM, pursue opportunities, and contribute to retention through ongoing contact.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Sales experience

Lead generation

Customer service

Results oriented

Work from home

Independent worker

Ausbildung

High school diploma

College degree preferred

Jobbeschreibung

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