Asesor Financiero Call Center (Lunes a Viernes)
Core
Contacting clients who initiated a change of administrator to identify issues, provide personalized advice, and negotiate solutions to ensure client retention.
Role type
Financial Retention Advisor (Call Center)
Builds
Client retention and service experience for financial service providers
Domain
Financial Services / Customer Retention
Deliverable
client delivery
Required skills
Consultative sales, negotiation, objection handling, customer service, result orientation, proactive attitude
Preferred skills
Experience in intangible sales, call center, retention, or financial services
Technologies
None stated
Responsibilities
Contact clients via phone regarding administrator changes, identify client areas of opportunity or dissatisfaction, provide personalized advice and effective solutions, apply negotiation strategies and objection handling, follow up on cases, achieve client retention through exceptional service
Seniority
Entry-level to Mid-level, hands-on IC