Retention Program Advisor
Smart Start, Inc.
DEPARTMENT: Care Center FLSA: Non-Exempt (Hourly + Performance Incentives) Hours of Operation: Monday-Friday, 7am-8pm; Saturday & 8am-5pm *This is a fully remote position, and all necessary equipment will be provided to ensure a productive and comfortable work environment* Why You Should Join Us! Hourly-rate pay along with uncapped , performance-based commissions and incentives , allowing you to maximize your earning through your own hard work and achievements A comprehensive health plan that includes medical,dental, andvision coverage to ensure you and your family have access to the care you need A 401(k)-retirement plan with a generous company match to help you save for your future and achieve your financial goals Other fringe benefits include Birthday & Anniversary bonus , company-wide discounts , legal services, short & long-term disability, etc. Positive work environments that offer work/life balance and professional growth Mission-driven work making a global impact with local roots The opportunity to have hands on work experience with industry leading , innovative technology Position Summary The Customer Support & Retention Advisor engages with potential customers regarding appointment scheduling and account inquiries. The advisor proactively uses retention rebuttals to address hesitation or barriers, working to secure attendance at the scheduled installation appointment or to reschedule the customer to a different date, time, and/or service location.” Through professional, empathetic, and solution-oriented communication, the Advisor helps preserve customer relationships, protect revenue, and uphold our strong reputation in the industry. The ideal candidate thrives in a high-volume call environment and can confidently multitask across systems while maintaining a positive customer experience. Essential Duties and Responsibilities Manage inbound and outbound calls related to appointment rescheduling, service inquiries, and account support. Assist customers with navigating their installation process and provide clear, accurate information regarding policies and procedures. Professionally handle cancellation requests by identifying root concerns, addressing objections, and offering appropriate retention solutions. Maintain detailed and accurate documentation of all customer interactions in CRM and scheduling platforms. Navigate multiple systems simultaneously while maintaining a positive, solution-focused conversation. De-escalate challenging customer situations with empathy, professionalism, and sound judgment. Collaborate with internal teams and external partners to ensure seamless service delivery. Escalate complex issues appropriately while ensuring timely follow-up. Meet established performance metrics related to customer retention, service quality, and call handling standards. Adhere to company policies, procedures, and confidentiality standards. Provide general Care Center support and perform other duties as assigned. Qualifications High school diploma or equivalent required. Minimum of 6 months of experience in customer service, call center, account management, or retention-focused roles. Experience handling objections, conflict resolution, or account retention preferred. Strong multitasking skills with the ability to navigate CRM and scheduling systems during live calls. Excellent verbal and written communication skills. Professional, empathetic, and persuasive communication style. Strong attention to detail and organizational skills. Ability to remain calm and solution-focused in high-volume or high-stress situations. Self-motivated and comfortable working in a remote environment. Proficiency in Microsoft Office Suite and CRM platforms. Bilingual (English/Spanish) proficiency qualifies for additional compensation. Physical Demands & Work Environment The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing the duties of this position, employees are regularly required to communicate clearly—both verbally and in writing—and frequently use hands and fingers to operate phones, computers, and other office equipment. Occasional physical activities may include standing, walking, reaching, balancing, stooping, kneeling, or crouching. This role may also require lifting or moving items up to 25 pounds. Specific vision abilities include close and distance vision, color perception, peripheral vision, and the ability to adjust focus. The noise level in the work environment is typically moderate. This job description is not intended to list every duty or responsibility associated with the role. Employees may be asked to perform other job-related tasks as needed. All duties are considered essential and may be modified to reasonably accommodate individuals with disabilities. Employment is at-will, and this document does not constitute a contract or guarantee of continued employment. #J-18808-Ljbffr Smart Start, Inc.
$1,000 per month
...Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...SuggestedFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...SuggestedFull timeInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full-time student;...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Insurance and Annuity Association of America seeks a Client Outreach Retention Consultant to educate clients on investment options, resolve... ...after, with the same weekly hours, and potential incentive programs. #J-18808-Ljbffr Teachers Insurance and Annuity Association...SuggestedHourly pay
- ...Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up...SuggestedInternshipMonday to Friday
$170k - $300k
...Executive, WealthCompany: CitiThe Lending Advisor role is a strategic professional who... ...structuring and execution (within product programs) with appropriate risk and return characteristics... ...and formulaic incentive and retention awards. Citi offers competitive employee...Full time- PORTFOLIO RESIDENT SERVICES INC in Dallas is seeking a part-time Program Coordinator to support residents in affordable housing communities. You will develop monthly calendars of activities, coordinate resources, and engage volunteers to enhance resident life. The role...Part time3 days per week
- ...Development to guide law students and alumni through career planning and the job search. Reporting to the Assistant Dean, you will design programs, lead workshops, and build employer connections to expand opportunities for graduates in the legal field. This role emphasizes...Work at office
- Portfolio Resident Services (PRS) is seeking a part‑time Program Coordinator to support residents in affordable housing communities. You will design activities, coordinate resources, and engage volunteers to enhance social, educational, and economic outcomes. The role demands...Part timeFlexible hoursAfternoon shift2 days per week
- Bank of America, Merrill Wealth Management, seeks candidates for the Advisor Development Program to train as Financial Advisors. You will work with high-net-worth individuals, identifying needs, building relationships, and delivering comprehensive recommendations aligned...Work at office
- Bank of America, Merrill Wealth Management, seeks a candidate for its Advisor Development Program to grow a book of business and provide investment guidance to high-net-worth individuals. You will collaborate with Merrill Financial Advisor Teams to enhance portfolio growth...Work at office
- ...Represent the company in litigation forums including trials, mediations, and arbitrations.Support training development and evaluate program effectiveness.Influence product development by identifying coverage gaps and recommending updates.Attend industry events and...Full timeWork at office
- Job DescriptionADP is hiring an Advisor Channel Executive to support sales growth and business... ...alliance partners while developing programs that increase advisor adoption, referral... ...that support advisor acquisition, retention, and revenue growth.Prepare executive-level...Home office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and... ...The opportunity We’re looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist’s newest and...Full timeWork at officeImmediate start3 days per week
$18 per hour
PORTFOLIO RESIDENT SERVICES INC in Dallas, Texas is looking for a compassionate and organized Program Coordinator to join their mission of enhancing the quality of life in affordable housing communities. The role offers flexible hours, approximately 23 hours a week, at...Hourly payPart timeFlexible hours- PORTFOLIO RESIDENT SERVICES INC. is seeking a part-time Program Coordinator to support resident services in affordable housing communities. The role focuses on organizing developmental activities, coordinating volunteers, and connecting residents with local resources. The...Part timeLocal areaFlexible hoursWeekend workAfternoon shift2 days per week
- ...and analysis on international or domestic tax issues, practices, and trends, and top-level advice related to short- and long-range program policies, strategies, and objectives for the Commissioner, Deputy Commissioner or Director, to promote and facilitate the implementation...Work at office
$20 per hour
...residents with their treatment, goals, and challenges. The YDP is scheduled in a manner that best accommodates the staff ratio and program coverage requirements. A regular, set schedule can be expected. There may be times, however, when any combination of 1st, 2nd, and...Hourly payPart timeFlexible hoursShift workNight shiftDay shiftAfternoon shift- ...analysis. Proactively work with the financial advisor on assigned investment accounts for... ...Meet revenue growth, profitability and retention goals by developing new clients, expanding... ...and development of the Premier Banking program, including processes, products, services...Full timePart timeWork at officeShift workDay shift
$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families... ...of 150-250 Wealth Path clientsEnsuring retention of the firm’s clients and bringing in... ...benefit package to our employees. Our benefit programs are focused on meeting all of our...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.Salary Range$94,400.00 - $155,800.00Target Openings1What...Full timeLocal areaLong distanceNight shift
- Location: 8435 Stemmons Bldg. Primary Purpose Under the direction of the Treasury Director, assists with the management of the district's investment and pension portfolios in accordance with the district's investment policy and the Public Funds Investment Act (PFIA...Contract workLocal area
- JPMorganChase in the U.S. Private Bank seeks a Program Banker Analyst to join an integrated team shaping client strategies and introducing new relationships. You’ll work with bankers, investment specialists, and estate experts to deliver tailored solutions and have a path...
$39.1k - $126.5k
...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Development Program Analyst within PNC's Agency Finance organization, you will be based in Calabasas, CA or Dallas, TX. PNC is an in-office company that...Permanent employmentFull timeTemporary workPart timeWork experience placementWork at office$172.5k - $222.5k
...external fraud risk. You will own Circle’s fraud risk management program, oversee fraud analytics and detection capabilities, and... ...or actual internal or external fraud, escalation protocols, and retention of comprehensive case documentationin line with regulatory expectations...Local areaFlexible hours- Jobtailor in Dallas, TX seeks an experienced client advisor to address client questions, assess financial needs, and educate on product... ...transfers for at-risk clients, and conducting outreach to retention targets. The ideal candidate holds FINRA Series 6/7 and Series...
$82.5k - $137.5k
...activities within a territory - coaching/leading advisors and advisor teams and recruiting... ...relationships within the credit union program. Ensure credit union staff is trained and... ...responsibility for recruiting, hiring and retention of successful Managed Financial Advisors...Live in$40.5k
Overview The Advisor prepares youth, academically and socially, to pursue their post-secondary... ...and recruiting new students to the program. Building and maintaining relationships... ...conducting life skills classes and college retention seminars. Assisting with scholarship...Full timeInternship$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,... ...how to be a financial advisor with the industry’s top training program¹. Salary for the first five years as you begin to build your...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retention Program Advisor. Be the first to apply!



