Account Specialist

Nuvant Consulting Group • San Francisco, CA

14d • Remote

About The Position

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.

Requirements

• High school diploma or college degree preferred
• Results and goal oriented
• Able to work independently in a work from home environment

Nice To Haves

• Prior experience in sales, lead generation, or customer service roles a plus

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED