Remote Financial Solutions Specialist

Nuvant Consulting Group; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary

Benefits package

Work from home with flexible schedule

Bonuses and incentives

Ongoing training

Job summary

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by helping them access personalized financial solutions. You will manage inbound and outbound communications, discuss client goals, and provide thoughtful recommendations.

This is a remote role with flexible scheduling and ongoing training to support your success. You will work independently, thrive in a goal-driven environment, and use CRM tools to track activity and maintain records.

Qualifications

• High school diploma or college degree preferred.
• Experience in sales, lead generation, or customer service roles a plus.
• Results-oriented mindset with a track record of meeting goals.
• 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

Lead generation

Results oriented

Independent worker

Education

High school diploma or college degree

Tools

CRM

Job description

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by helping them access personalized financial solutions. You will manage inbound and outbound communications, discuss client goals, and provide thoughtful recommendations.

This is a remote role with flexible scheduling and ongoing training to support your success. You will work independently, thrive in a goal-driven environment, and use CRM tools to track activity and maintain records.