Account Representative

Nuvant Consulting Group

Virtual Account Representative introducing Nuvant Consulting Group’s financial solutions to prospective clients. Handling outreach, inquiries, needs discovery, follow-ups, and CRM records remotely.

Posted 8/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement skills through effective communication and follow-up, while maintaining organized records in a CRM. Capable of initiating and managing client interactions to uncover needs and recommend appropriate financial solutions.

Highest-signal resume keywords

Client EngagementCRM ManagementOutbound CommunicationSales ExperienceAppointment Setting

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Confident CommunicatorFriendly DemeanorStrong Listening SkillsOrganizational Skills

Tools & Technologies

CRM

Industry Keywords

Client-Facing RoleFinancial SolutionsOutbound CallsInbound InquiriesFollow-Up Skills

About the role

Key responsibilities & impact

Initiate outbound calls, emails, and messages to potential clients
Respond promptly to inbound inquiries and guide clients through initial questions
Engage in conversations to uncover client needs and goals
Clearly explain service offerings and recommend next steps
Schedule follow-up calls or connect clients with the right team members
Log interactions and maintain accurate notes in the CRM
Serve as a key first point of contact for prospective clients exploring financial solutions

Requirements

What you’ll need

High school diploma required; college degree preferred
Confident, friendly communicator who thrives in a client-facing environment
Organized and comfortable working in a work from home setting
A people-first approach with strong listening and follow-up skills
Previous experience in sales, appointment setting, or a client-facing role is a plus

Benefits

Comp & perks

Competitive base salary plus performance-based bonuses and incentives
Comprehensive benefits package including medical, dental, vision, 401k, and paid time off
Flexibility with structured support
Opportunities for advancement with a growing company
A team culture that values professionalism and performance