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! Paid time off 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 Full-time, 8-hour day shifts (Mon–Fri), in person. #J-18808-Ljbffr