This is a remote Account Specialist role focused on supporting individuals and small businesses by recommending personalised financial solutions and managing inbound/outbound client communications. You’ll track activity in a CRM, explain services clearly, and support retention through ongoing follow-up at Nuvant Consulting Group. Standout perk: flexible remote work plus bonuses and full benefits.
- Remote work with flexible scheduling
- Bonuses and incentives
- Medical, dental, vision, 401k, PTO
About the Role
Nuvant is seeking Work From Home Account 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 remote 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 Remote work environment with flexible scheduling options Ongoing training and support