About the role

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

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this