Account Specialist 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 CRMSupport 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

Also on the board Same function, level within a rung

Level

Junior

Location

Columbus, OH

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Miscellaneous Financial Investment Activities

Posted

8 days ago

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