Financial Wellness Retention Specialist

Beyond Finance; United States; Remote; USD 26,000 - 28,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

PTO

Parental leave

401(k) matching

Job summary

Beyond Finance in the United States is seeking a Retention Specialist to educate clients about the financial hardship debt program, help them understand benefits, options, and progress, and to keep them engaged in our program through thoughtful guidance and proactive outreach.

You will handle inbound calls, deescalate concerns, document interactions in our CRM, assess financial situations, tailor solutions, and work toward retention goals while delivering best-in-class service and earning

Qualifications

• 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 stay calm under pressure.
• Strong negotiation and deescalation skills.
• Tech savvy with a Client Relationship Management (CRM) system.

Responsibilities

• Educate clients about the Beyond Finance financial hardship debt program, ensuring they understand benefits, processes, and options.
• Empathize and deescalate upset clients to address concerns and reduce stress.
• Use the CRM system to access and document client information and program progress.

Skills

Retention

Sales experience

Customer service

CRM proficiency

Active listening

Education

High school diploma

Associate's or Bachelor's degree is a plus

Tools

CRM system

Job description

Beyond Finance in the United States is seeking a Retention Specialist to educate clients about the financial hardship debt program, help them understand benefits, options, and progress, and to keep them engaged in our program through thoughtful guidance and proactive outreach.

You will handle inbound calls, deescalate concerns, document interactions in our CRM, assess financial situations, tailor solutions, and work toward retention goals while delivering best-in-class service and earning