Beyond Finance
Move Beyond Debt
Client Retention Specialist
Location
United States
Posted
4 days ago
Salary
$19 - $20 / hour
High SchoolEnglish
Job Description
• Provide comprehensive information about the Beyond Finance financial hardship debt program to clients
• Display empathy and active listening skills to understand and deescalate upset clients
• Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information
• Assess the client's current financial situation and determine the most appropriate options
• Collaborate with clients to develop customized solutions that align with their financial goals
• Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives
• Provide a best-in-class customer service experience over the phone and through various communication tools
Job Requirements
- Required - Experience in Retention, Sales, or Collections
- High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
- Ability to work in a fast-paced environment and handle high call volumes
- Resilient and able to remain calm under pressure
- Demonstrated ability to negotiate and deescalate client issues effectively
- Tech savvy and proficiency with a Client Relationship Management system (CRM)
- Strong customer focus and adaptability to different personality types
- Strong verbal and written communication skills along with active listening
- Supports team/department collaboration & inclusion
- Troubleshooting and problem solving skills
- Ability to multi-task, set priorities and manage time effectively
- Willingness to adapt to a changing environment and learn about new financial solutions.
Benefits
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
