Customer Retention Sales Specialist

The Family Security Plan; United States; On-site; USD 41,000 - 51,000; Full time

Benefits offered by this job

Base pay + incentives

Bonuses

Profit sharing

Paid holidays

Paid time off

Award trips (all expenses paid)

Excellent benefits

Job summary

The Family Security Plan is seeking dynamic individuals for the Retention Sales Specialist role. You will handle retention calls, resolve policy holder issues, and help educate members on plan value.

This position offers a base pay of $46,000 plus incentives, bonuses, profit sharing, paid holidays and PTO, plus all expenses paid award trips and excellent benefits. Join us for a rewarding insurance services career.

Qualifications

• Life and Health License is required.
• 1-2 years' experience in a call center environment (required).
• 1-3 years of sales experience.

Responsibilities

• Answer incoming retention calls efficiently and accurately.
• Maintain daily department close ratios.
• Utilize call center systems to provide service.
• Offer members alternative payment methods when necessary.
• Identify and maximize referral opportunities.
• Research and resolve policy holder issues; drive resolution to avoid escalation.
• Enter data into database; update relevant records.
• Transfer to licensed sales agents for additional benefits.

Skills

Call center experience

Sales experience

Technologically savvy

Integrity

Coachability

Positive attitude

Resilience

Education

Life and Health License

Job description

Seeking dynamic individuals for the role of Retention Sales Specialist! Handle retention calls, resolve policy holder issues, and prepare for a rewarding career in insurance services. Join our team today!

What do we do?

• We pride ourselves in taking time to educate our members on the value of the Family Security Plan in order to ensure our policy holders are adequately covered.
• We offer affordable solutions and make recommendations that make sense for those we serve.
• We have a compassionate, caring, and diverse team of Retention Specialists who work well together in an open environment along with supportive and encouraging leadership.
• We believe in growing and promoting our employees to the next level.

What's in it for you?

• Great corporate office experience, opportunities to learn new skills, and perfect the skills you already have!
• This role has a base pay plus incentives, bonuses, profit share, paid holidays, paid time off, all expenses paid award trips, and excellent benefits.
• $46,000 base pay along with uncapped commission to earn even more!

This position is a fit for you, if you:

• Are driven and goal oriented
• Are technologically savvy
• Have a high level of integrity with the desire to help others
• Are coachable
• Are positive
• Are resilient

What experience/skills contribute to a successful Customer Solutions Specialist?

• Life and Health License is required.
• 1-2 years' of experience working in a call center environment (required)
• 1-3 years of sales experience.

What responsibilities are included in a typical day-to-day for a Customer Solutions Specialist?

• Answering all incoming retention calls efficiently and accurately.
• Maintaining daily department close ratios.
• Efficiently using all systems related to providing service.
• Offering members alternative, future payment methods when necessary.
• Identifying and maximizing referral opportunities.
• Researching and resolving policy holder issues, and driving resolution to avoid escalation.
• Entering data and other relevant information into call center database.
• Identifying opportunities to transfer to licensed sales agents for additional benefits.