Account Sales Specialist
About the Role:
Nuvant is seeking Account Sales Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.
Core 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
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
What We Offer
Competitive base salary plus performance-based bonuses and incentives.
Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
A work from home environment with flexible scheduling options
Ongoing training and support
Nuvant Consulting Group is a financial services company that provides tailored financial solutions to individuals and small businesses. The company positions itself as a client-focused organization that helps clients navigate financial options and make informed decisions through personalized guidance. Nuvant operates a remote-based model, connecting prospective clients with account advisors, account associates, and virtual consultants who serve as trusted points of contact throughout the client journey. The company emphasizes a mission-driven approach centered on understanding each client's unique financial goals and recommending solutions that align with their needs.
