Account Sales Specialist
Remote Worldwide Full-time Mid-level Account Executive
At a glance
Mid-level Account Executive role at Nuvant Consulting Group. Remote · full-time.
Pay not stated
RoleAccount Executive
SeniorityMid-level
LocationWorldwide
WorkplaceRemote
EmploymentFull-time
PostedSep 11, 2026 · 2w ago
Role brief
growthroles summary, based on the employer's posting.
What you'll do
- Reach out to clients proactively while responding to incoming questions about financial solutions
- Discuss each client’s goals and recommend options that match their needs
- Explain services clearly, including what clients should do next
- Record activity accurately in the CRM and keep client information current
- Stay in touch with clients to help support retention
What you bring
- A high school diploma is required, while a college degree is preferred
- Prior work in sales, lead generation, or customer service is helpful
- You can work independently from home and stay focused on results and goals
Who this fits
This role suits someone comfortable balancing outbound outreach, inbound conversations, recommendations, and follow-up. You’ll work from home with flexible scheduling options and receive ongoing training and support.
From the employer
Account Sales Specialist
About the Role:
Nuvant is seeking Account Sales Specialists to join our expanding 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
Qualifications
What We Offer
About the Role:
Nuvant is seeking Account Sales Specialists to join our expanding 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 CRM
- Support 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
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