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

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.

Client Retention Specialist

Key skills