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Remote Account Sales Specialist

N

Nuvant Consulting Group

Posted 2 months ago

Full Time

,

Fully Remote

Smart Summary

Responsibilities

The role involves managing inbound and outbound communications to support clients with personalized financial solutions. Responsibilities include tracking activity in a CRM and maintaining ongoing communication to support retention efforts.

Qualifications

We are looking for a Remote Account Sales Specialist to assist individuals and small businesses with personalized financial solutions. Key responsibilities include managing client communications, offering tailored recommendations, and maintaining accurate records. Prior sales or customer service experience is beneficial, along with a results-oriented mindset and the ability to work independently remotely.

Job Description

Remote Account Sales Specialist

About the Role
Nuvant is seeking Remote Account Sales 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 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 remote 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
  • Remote work environment with flexible scheduling options
  • Ongoing training and support

N

Nuvant Consulting Group

Na NUVANT, tornamos o complicado simples – e o simples, estratégico. Somos uma consultoria tributária e financeira criada para transformar desafios técnicos em vantagens competitivas. Nascemos para simplificar a complexidade tributária, otimizar processos e automatizar rotinas, entregando soluções que aumentam a eficiência e liberam seu time para focar no que realmente importa: crescer com segurança. Unimos expertise em finanças, tributação e tecnologia para traduzir normas, leis e cenários econômicos em decisões inteligentes, viáveis e alinhadas ao seu negócio. Com precisão técnica, linguagem acessível e visão de futuro, conectamos tributos à estratégia, entregando clareza, agilidade e vantagem competitiva real. Com a NUVANT, você não apenas cumpre regras — você transforma regras em resultados.
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