Retention Specialist

Benefits:

• 401(k)
• Bonus based on performance
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

UNCAPPED performance-driven bonuses!


We’re seeking a dynamic candidate with experience in customer engagement and retention. This role involves strengthening relationships with current clients, addressing concerns to prevent cancellations, and supporting clients on their financial journey. Ideal candidates are motivated, coachable, and skilled in communication and customer service.


Responsibilities:


· Build rapport with clients, address inquiries, and promote satisfaction


· Proactively prevent cancellations


· Navigate challenging conversations


· Ensure compliance with industry regulations


· Maintain records via CRM


Qualifications:


· Sales or customer service experience


· CRM proficiency


· Strong record-keeping and compliance skills


· Adaptability and teamwork


· Professional under stress


· Fluent in English and Spanish


Benefits:


· Dental, health, vision insurance


· 401(k)


· Paid time off


· Flexible schedule


· Full-time, 8-hour day shifts (Mon–Fri), in person