Remote Client Account Rep About the Role: Nuvant is seeking Client Account Representatives to join our growing team. In this role, you’ll be the first point of contact for individuals and small businesses exploring financial solutions. You’ll work closely with prospective clients to understand their goals, answer questions, and match them with the right services. If you enjoy building relationships, providing value, and helping people make informed decisions, this is an excellent opportunity to grow your career. Core Responsibilities - Initiate conversations with potential clients and respond to inbound inquiries - Understand each client’s unique goals, challenges, and decision-making process - Recommend tailored financial solutions based on client input and available data - Guide clients through onboarding, product selection, and service implementation - Maintain regular contact with clients to support retention and satisfaction - Communicate insights and client feedback to internal teams to help improve offerings Qualifications - High school diploma or college degree preferred - Excellent communication and interpersonal skills - Strong organizational and time management abilities in a remote environment - Proactive, self-motivated, and comfortable working independently - Experience in client service, account management, or sales is a plus but not required 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 remote role with flexible scheduling - Supportive team environment with ongoing training and mentorship - Clear pathways for advancement within the company

Virtual Account Representative About the Role: Nuvant is seeking Virtual Account Representatives to connect with prospective clients and help them discover financial solutions tailored to their personal or business goals. As one of the first points of contact, you’ll introduce Nuvant’s services, engage in meaningful conversations, and guide clients toward the next step. Core Responsibilities - Initiate outbound calls, emails, and messages to potential clients - Respond promptly to inbound inquiries and assist with initial questions - Build rapport while identifying each client’s unique needs and objectives - Clearly communicate service offerings and recommend appropriate next steps - Schedule follow-ups or connect clients with the right internal team members - Maintain accurate records of interactions and client notes in the CRM Qualifications - Bachelors degree preferred, but not required - Excellent communication skills with a friendly, confident presence - Organized and self-motivated in a remote work environment - People-first approach with strong listening and follow-up skills - Previous experience in sales, customer engagement, or appointment setting is a plus What We Offer - Competitive base pay plus performance-based bonuses and incentives - Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off - Flexibility with structured support - Career growth opportunities within an expanding company - A professional and performance-driven team culture

Account Coordinator About the Role: We’re looking for a motivated and proactive Account Coordinator to play a key role in growing our client base. In this role, you’ll be reaching out to potential clients, understanding their goals, and guiding them toward tailored financial solutions Core Responsibilities - Conduct outbound outreach and respond to inbound inquiries from potential clients - Qualify leads and identify opportunities to present relevant services - Guide prospects through the initial stages of the sales cycle, including needs assessment and product recommendations - Support clients through onboarding and ensure a smooth handoff to internal service teams - Maintain accurate tracking of leads, calls, emails, and conversions in the CRM Qualifications - High school diploma or college degree preferred - Experience in sales, business development, or client outreach a plus but not required - Strong communication and interpersonal skills - Self-motivated with a desire to meet and exceed performance goals 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. - Comprehensive training and sales enablement tools - A collaborative, team-driven culture that celebrates wins and supports growth

• Support day-to-day management of key distributor and channel partner accounts • Build and maintain strong relationships with clients, acting as a reliable point of contact • Communicate regularly with Spanish-speaking partners to ensure alignment and support • Assist in executing account plans to achieve revenue and growth targets • Identify opportunities to expand distribution, increase sell-through, and optimize product mix • Support new account onboarding and channel expansion initiatives • Develop and maintain sales tools and assets (e.g., presentations, sell-in decks, product guides, promotional materials) • Partner closely with brand and creative teams to ensure assets are on-brand, compelling, and aligned with go-to-market strategies • Adapt sales materials for Spanish-speaking markets, ensuring cultural relevance and accuracy • Coordinate order management, forecasting, and inventory alignment with internal teams • Ensure timely and accurate processing of orders, promotions, and launches • Track and report on sales performance, KPIs, and account health • Partner with marketing, education, supply chain, and customer service teams to support account needs • Assist in planning and executing promotions, trainings, and product launches • Provide feedback from accounts to inform product, pricing, and marketing strategies • Monitor industry trends, competitive activity, and distributor performance • Analyze sales data to identify opportunities and risks • Support reporting and presentations for internal stakeholders