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Company | Beyond Finance |
Address | United States |
Employment type | CONTRACTOR |
Salary | |
Category | Financial Services |
Expires | 2023-09-14 |
Posted at | 8 months ago |
At Beyond Finance, we’ve made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, supportive user-centric technology, and customized financial solutions, we’ve helped over 300,000 clients on their path to a debt-free life.
- Building Relationships: Foster strong and lasting relationships with clients, earning their trust and loyalty through exceptional service.
- Product Knowledge: Maintain a comprehensive understanding of our financial products and services to provide accurate and relevant information to clients.
- Customer Feedback: Gather and document customer feedback, providing valuable insights to improve our products, services, and overall customer experience.
- Client Support: Provide support in other contact types and tasks based upon the business need to achieve a high level of client success.
- Client Engagement: Initiate outbound calls to existing clients to understand their needs, offer support, and provide guidance on our products and services.
- Retention Strategies: Collaborate with the team to develop and implement effective retention strategies that enhance customer satisfaction and minimize attrition.
- Issue Resolution: Identify and resolve customer concerns and issues in a timely and effective manner, ensuring a positive customer experience.
- Customized Solutions: Tailor personalized solutions to address clients' specific needs and promote the value of our products and services.
- A collaborative and cooperative mindset, willing to work as part of a team to achieve common goals.
- A passion for customer satisfaction and a commitment to delivering top-notch service.
- Excellent verbal and written communication skills with a demonstrated ability to empathize and connect with clients.
- Ability to successfully be available when expected and when our client’s need our support the most. Ability to show up on time and conduct all required job functions in a standard work day.
- Ability to work from home in a distraction free environment and reliable, High Speed, Internet connection.
- Minimum of 2 years of experience in a customer-facing role, preferably in customer service, sales, or retention within the financial services industry.
- Spanish (preferred, not required)
- Ability to thrive in a fast-paced and dynamic environment, adapting to changing priorities and customer requirements.
- Strong analytical and problem-solving skills to understand customer needs and provide effective solutions.
- Proficient in using various computer applications and customer relationship management (CRM) software.
- Hourly Plus Bonus (Current Team Members earn $800+/mo in bonus)
- Hours of operation are 8:30a-5p CST Mon- Sat Saturday will be required - we do not offer any M-F shifts at this time
- Merit advancement opportunities
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Career development & training
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