Remote Account Specialist - Personal Finance Solutions

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

Benefits offered by this job

Medical benefits

Dental & vision

401k

Paid time off

Work from home

Flexible schedule

Training & support

Job summary

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by guiding them to personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

This role emphasizes proactive client outreach, clear explanations of services, and maintaining up-to-date CRM records. A work-from-home environment with flexible scheduling is offered along with training and comprehensive

Qualifications

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

Responsibilities

• Proactively reach out to clients and handle 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

Lead generation

Independent work

Education

High school / college degree

Job description

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by guiding them to personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

This role emphasizes proactive client outreach, clear explanations of services, and maintaining up-to-date CRM records. A work-from-home environment with flexible scheduling is offered along with training and comprehensive