Job Description
Job Description
Account Specialist
About the Role :
Nuvant is seeking 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 preferredPrior experience in sales, lead generation, or customer service roles a plusResults and goal orientedAble to work independently in a work from home environmentWhat 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 optionsOngoing training and supportPowered by JazzHR
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