Account Specialist

Nuvant Consulting Group; Durham (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive base salary with bonuses

Benefits package (medical, dental, etc

Work from home with flexible schedule

Ongoing training and support

Job summary

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.

Core responsibilities include reaching out to clients, discussing goals, explaining services, maintaining CRM records, and supporting retention through ongoing communication.

Qualifications

• High school diploma or college degree preferred.
• Experience in sales, lead generation, or customer service a plus.
• Able to work independently in a home-based environment.

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

Results oriented

Independent work

Work from home

Customer service mindset

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