Client Experience Specialist

📋 Description

• Engage with consumers through high-volume outbound calls (200+ per day).
• Meet or exceed individual and team performance metrics.
• Guide users to connect with vetted financial advisors.
• Proactively contact interested users and schedule advisor consultations.
• Use customer service best practices and scripted messaging.
• Log all user interactions in our internal CRM system.

🎯 Requirements

• 1+ years in a high-volume call center.
• Comfort with quotas and conversion metrics.
• Ability to learn and adapt quickly.
• Organized, detail-oriented, strong time-management.
• Must be able to work holidays/weekends.
• Must be able to communicate via phone or video conferences.

🎁 Benefits

• Fully remote work within the contiguous U.S.
• Comprehensive health coverage (medical, dental, vision).
• Company-paid Life/AD&D coverage.
• 401(k) with employer match and FSA/HSA options.
• Generous vacation, sick, and parental leave.
• Pet insurance, home office stipend, EAP.