Remote Account Specialist - Flexible, Bonus-Driven Support

Nuvant Consulting Group

City of Rochester (NY)

Remote

USD 42,000 - 64,000

Full time

6 days ago

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Benefits offered by this job

Competitive base salary and bonuses

Comprehensive benefits: medical, denta

Vison, 401k, and PTO

Work-from-home with flexible schedule

Job summary

Nuvant Consulting Group is seeking Account Specialists to join our team. You’ll support individuals and small businesses by helping them understand and access personalized financial solutions, managing inbound and outbound communications, and offering thoughtful recommendations based on client goals.

This remote role offers flexible scheduling and ongoing training to help you grow. A background in sales or customer service, along with a results-driven mindset, will help you build lasting client

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.

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

Sales experience

Customer service

Communication skills

Independent worker

Education

High school diploma

College degree preferred

Tools

CRM software

Job description

This remote role offers flexible scheduling and ongoing training to help you grow. A background in sales or customer service, along with a results-driven mindset, will help you build lasting client

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