Remote Account Sales Specialist - Financial Solutions

Nuvant Consulting Group; Minneapolis (MN); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid time off

Remote work

Job summary

Nuvant Consulting Group is seeking an Account Sales Specialist to join our expanding team. 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. In this role you will proactively reach out to clients, discuss goals, align solutions, and maintain up-to-date CRM records.

Qualifications

• Interest in helping clients access financial solutions.
• Ability to work independently from home.
• Experience in sales, lead gen, or customer service is a plus.
• Strong goals orientation and client communication.

Responsibilities

• Proactively reach out to clients and handle inquiries.
• Discuss client goals and align solutions.
• Explain services and next steps clearly.
• Maintain CRM records and track activity.
• Support retention through ongoing communication.

Skills

Sales experience

Lead generation

Customer service

Independent work

Education

High school diploma

College degree preferred

Tools

CRM software

Job description

Nuvant Consulting Group is seeking an Account Sales Specialist to join our expanding team. 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. In this role you will proactively reach out to clients, discuss goals, align solutions, and maintain up-to-date CRM records.