Account Specialist
New
N
NuvantFinancial services
United StatesFull-Time
SalaryUSD 55000 - 70000 / year
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Job Details
- Required Skills
- Customer serviceLead GenerationCRM
Requirements
- High school diploma or college degree preferred.
- Prior experience in sales, lead generation, or customer service roles is a plus.
- Be results- and goal-oriented.
- Be able to work independently in a work-from-home environment.
Responsibilities
- Proactively reach out to clients and handle inbound inquiries.
- Discuss client goals and align solutions accordingly.
- Explain services and next steps clearly.
- Track activity and maintain up-to-date records in the CRM.
- Support retention efforts through ongoing communication.
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