Remote Financial Solutions Sales Specialist

Nuvant Consulting Group; United States; À distance; USD 55 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

401k

Paid time off

Remote work environment

Ongoing training

Résumé du poste

Nuvant Consulting Group is seeking a Remote Account Sales Specialist to support individuals and small businesses in understanding and accessing personalized financial solutions. You will manage inbound and outbound communications and provide thoughtful recommendations aligned with client goals.

You will proactively reach out to clients, discuss goals, and document activity in CRM. The role offers a remote environment with flexible scheduling and ongoing training, plus a comprehensive benefits

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 remote environment.

Responsabilités

• 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.

Connaissances

Lead generation

Sales experience

Customer service

Remote work

Formation

High school diploma or college degree

Description du poste

Nuvant Consulting Group is seeking a Remote Account Sales Specialist to support individuals and small businesses in understanding and accessing personalized financial solutions. You will manage inbound and outbound communications and provide thoughtful recommendations aligned with client goals.

You will proactively reach out to clients, discuss goals, and document activity in CRM. The role offers a remote environment with flexible scheduling and ongoing training, plus a comprehensive benefits