Account Specialist

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.

• 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.

• 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.

• Competitive base salary plus performance-based bonuses and incentives.
• Access to a 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.