Remote Account Associate — Sales & Onboarding

Nuvant Consulting Group; United States; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Performance bonuses

Medical, dental, vision, 401k

Fully remote environment

Flexible scheduling

Paid time off

Job summary

Nuvant Consulting Group is seeking a motivated Account Associate to join our growing sales team in a fully remote capacity. You will engage potential clients by phone, email, or messaging, learn their goals, and recommend suitable services to help them make confident financial decisions.

You’ll guide clients through onboarding and product selection, log activities in CRM, and manage follow-ups to ensure a smooth experience.

Qualifications

• Strong communication and interpersonal skills are preferred for client interactions.
• Self-motivation and organization are important for a remote setting.
• Experience in sales or client-facing roles is a plus but not required.

Responsibilities

• Reach out to potential clients via phone, email, or messaging.
• Learn about the client’s goals and recommend relevant services.
• Guide clients through onboarding and product selection.
• Log activity in CRM, track follow-ups, and ensure a smooth client experience.

Skills

Strong communication skills

Interpersonal skills

Remote work self-management

Sales / client-facing exposure

Education

High School Diploma

College Degree (preferred)

Job description

Nuvant Consulting Group is seeking a motivated Account Associate to join our growing sales team in a fully remote capacity. You will engage potential clients by phone, email, or messaging, learn their goals, and recommend suitable services to help them make confident financial decisions.

You’ll guide clients through onboarding and product selection, log activities in CRM, and manage follow-ups to ensure a smooth experience.