Summary
Nuvant Consulting Group is seeking an Account Sales Specialist to support individuals and small businesses with personalized financial solutions. The role involves managing inbound and outbound communications, recommending solutions aligned with client goals, explaining services, maintaining CRM records, and supporting client retention.
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
Skills
- Results and goal oriented
- Able to work independently in a work from home environment
- High school diploma or college degree preferred
- Prior experience in sales, lead generation, or customer service roles a plus
Qualifications
Must Haves
- Results and goal oriented
- Able to work independently in a work from home environment
Nice to Haves
- High school diploma or college degree preferred
- Prior experience in sales, lead generation, or customer service roles a plus
Benefits
- Performance-based bonuses and incentives
- 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