In the Client Success Agent role, you will empower clients to take control of their financial future. Provide exceptional voice support in an unscripted environment for clients enrolled in the debt settlement program. Build positive rapport with the client base by discussing complex financial situations and maintaining accurate account documentation.
National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt.
Guide clients towards financial freedom by assessing their situation.
Provide tailored debt consolidation options.
Build rapport and establish trust with prospective clients.
Beyond Finance helps everyday Americans escape debt through individualized care and customized financial solutions. They've assisted over 1 million clients and are a rapidly growing organization focused on helping people.
Manage incoming customer calls, providing expert guidance through the loan application process.
Proactively follow up with customers to encourage the completion of loan applications as necessary.
Ensure high levels of customer satisfaction by clearly explaining the features and benefits of Enova's products and services.
Enova International is a leading financial technology company that provides online financial services through our AI and machine learning-powered Colossus™platform. Through our values and our commitment to making Enova an awesome place to work, we maintain an environment of inclusion and culture where our employees can thrive.
You grasp concepts quickly and know how to make the complex easy to understand.
You excel at bringing the right people to the table, solving issues and identifying opportunities
You achieve results and identify new ways to grow our business and expand current partnerships
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments and have a team of 23,300 people across 32 countries.
Outreach to service providers via phone to discuss Angi’s value proposition and product offering.
Overcoming objections and negotiating solutions while building trust with service providers to understand their needs.
Coaching service providers how to effectively build life-long consumers with the homeowners who submit service requests.
Angi connects homeowners with reliable pros who have the skills they need, and connects pros with homeowners who have the jobs they want, defining the future of the home services industry. They have 2,800 employees worldwide and are an amazing place to call home.
Place calls to assist past clients with new applications.
Identify client needs and how products meet them.
Reach out to inactive customers to understand their experience.
Five Star Call Centers values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers. The company is an EOE/Veterans/Disabled/LGBT employer and participates in the E-verify program.
Proactively sell and promote financial solutions based on deep understanding of client needs.
Develop and maintain a consumer client base to facilitate direct sales.
Ensure efficient delivery of services to clients and direct business flow appropriately.
Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify the top-fitting candidates and share this shortlist with the hiring company.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
AO Garcia Agency empowers clients by providing personalized benefits solutions and has been in business for 70+ years. They have a dynamic remote team where collaboration is valued.
Manage a caseload of in-progress applications through the underwriting process
Coordinate and follow up on medical exam bookings with vendors and clients
Handle inbound calls and respond to client emails
PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families. They operate with a remote-first culture and have sold over $10 billion in insurance coverage since 2018.
Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.
Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.
Meet with clients 1:1 to provide support, training, product knowledge, and account reviews.
Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk.
Act as an advocate for the client's needs and speak confidently and professionally with clients.
Ylopo, LLC is a marketing and technology company providing internet marketing services and lead generation and engagement software to real estate agents. They offer personal development, mentorship, and recognition within a supportive and caring environment dedicated to continuous learning and growth.
Determine client needs and gain acceptance of the company's solutions.
Prospect and generate new opportunities via various channels such as cold calling and LinkedIn.
Manage the sales pipeline throughout all stages: outreach, demos, negotiation, and closing.
We are currently looking for a Sales Manager. This role is pivotal in driving the expansion of our partner in North America, specifically Canada, by executing the full-cycle sales process for B2B cross-border payment solutions.
Serve as a member of the account team managing our book of Small and Medium size Businesses (SMB) through a pooled support inbox.
Develop deep product and internal process knowledge to help identify common roadblocks and propose solutions for better team efficiency.
Own day-to-day cross-functional coordination of client activities, including but not limited to reporting requests, hosting client meetings upon request, delivering on client marketing requests, and business operation deliverables
Maven is the world's largest virtual clinic for women and families, with a mission to make healthcare work for all. They offer clinical, emotional, and financial support through a digital platform, trusted by over 2,000 employers and health plans.
Demonstrate strong self-motivation and passion for learning various new payment solutions, and utilize advanced probing negotiation and skills to understand customer situations and resolve delinquency.
Learn about new business concepts and new collection techniques or payment programs in a fast-paced environment to drive continuous business improvement.
Treat customers with respect and demonstrate sensitivity and compassion in difficult situations.
Kafene is revolutionizing the lease-to-own space, making flexible lease-to-own accessible to everyone with cutting-edge AI and machine learning. The 150-person team spans NYC, Wilmington, and remote talent nationwide, united by a culture of collaboration, innovation, and genuine support.