Remote Account Sales Specialist for Personal Finance

Nuvant Consulting Group; Lansing (MI); Remote; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Bonuses

Benefits package

Remote work

Training & support

Zusammenfassung

Nuvant Consulting Group is seeking an Account Sales Specialist to help individuals and small businesses access personalized financial solutions. You will manage inbound and outbound communications and provide thoughtful recommendations aligned to client goals.

In this role you will track activity in our CRM, support retention efforts, and collaborate with a team that values autonomy and home-based work options. A background in sales or customer service is preferred.

Qualifikationen

• High school diploma or college degree preferred.
• Experience in sales, lead generation, or customer service is a plus.
• Ability to work independently from home.

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 CRM records.
• Support retention through ongoing communication.

Kenntnisse

Sales experience

Lead generation

Customer service

Results oriented

Work from home

Ausbildung

High school diploma

College degree preferred

Jobbeschreibung

Nuvant Consulting Group is seeking an Account Sales Specialist to help individuals and small businesses access personalized financial solutions. You will manage inbound and outbound communications and provide thoughtful recommendations aligned to client goals.

In this role you will track activity in our CRM, support retention efforts, and collaborate with a team that values autonomy and home-based work options. A background in sales or customer service is preferred.