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. Core Responsibilities Proactively reach out to clients and handle inbound inquiriesDiscuss client goals and align solutions accordinglyProvide clear explanations of services and next stepsTrack activity and maintain up-to-date records in CRMSupport retention efforts through ongoing communication Qualifications High school diploma or college degree preferredPrior experience in sales, lead generation, or customer service roles a plusResults and goal orientedAble 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 optionsOngoing training and support Powered by JazzHR