Remote Account Representative

Summary

Nuvant Consulting Group is seeking a Remote Account Representative to assist individuals and small businesses with tailored financial solutions. The role focuses on client outreach, understanding financial goals, presenting suitable solutions, supporting onboarding and product setup, maintaining CRM records, and providing ongoing client support.

Responsibilities

• Connect with new and prospective clients through outreach and follow-ups
• Learn about each client’s financial goals and challenges
• Present solutions that align with their needs and objectives
• Assist clients through onboarding and product setup
• Maintain detailed client information and activity logs in CRM tools
• Provide ongoing support through regular check-ins and service updates

Skills

• High school diploma required
• Strong communication and relationship-building skills
• Highly organized and comfortable working independently in a remote setting
• A proactive, client-focused attitude with strong attention to detail
• College degree preferred
• Previous experience in customer service, account support, or sales is a plus

Qualifications

Must Haves

• High school diploma required
• Strong communication and relationship-building skills
• Highly organized and comfortable working independently in a remote setting
• A proactive, client-focused attitude with strong attention to detail

Nice to Haves

• college degree preferred
• Previous experience in customer service, account support, or sales is a plus

Benefits

• Performance-based bonuses and incentives
• Medical, dental, and vision benefits
• 401(k)
• Paid time off
• Flexible remote work schedule with structured support
• Career advancement opportunities within a growing organization
• Collaborative and mission-driven remote team culture