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From Home Beyond Finance Jobs in Michigan (NOW HIRING)

The Jernigan Agency

WORK FROM HOME

Sterling Heights, MI · On-site +1

$300 - $500/wk

We are looking for individuals interested in working from home, remotely, as life insurance sales ... their financial goals. Occasional travel for work for in-person conferences. If you are not ...

The Jernigan Agency

WORK FROM HOME

Sterling Heights, MI · On-site

$300 - $500/wk

We are looking for individuals interested in working from home, remotely, as life insurance sales ... their financial goals. Occasional travel for work for in-person conferences. If you are not ...

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From Home Beyond Finance information

What are the key skills and qualifications needed to thrive as a Remote Financial Advisor, and why are they important?

To thrive as a Remote Financial Advisor, you need a solid background in finance, investment strategies, and financial planning, often supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional communication, self-motivation, and trust-building skills help you stand out when advising clients remotely. These skills are vital to delivering effective, personalized financial advice while maintaining strong client relationships in a virtual environment.

What are some of the common challenges faced by remote finance professionals working from home, and how can they be addressed?

Remote finance professionals often encounter challenges such as maintaining effective communication with team members, staying organized amidst multiple projects, and ensuring data security when handling sensitive financial information from home. To address these, using secure collaboration tools, setting up a dedicated workspace, and establishing regular check-ins with colleagues can help maintain productivity and confidentiality. Additionally, adopting best practices for remote work and leveraging project management software can further streamline workflows and foster a strong sense of teamwork.

What does a work-from-home role at Beyond Finance involve?

A work-from-home role at Beyond Finance typically involves assisting clients with debt resolution and financial planning from a remote location. Employees may work in customer service, sales, or support roles, using online tools and communication platforms to interact with clients and team members. The company provides training and resources to ensure remote employees can perform their jobs effectively. These positions offer flexibility, allowing employees to balance work with personal commitments while contributing to the company's mission of helping people manage their finances. Reliable internet access and a quiet workspace are usually required.

What is the difference between From Home Beyond Finance vs From Home Mortgage Advisor?

AspectFrom Home Beyond FinanceFrom Home Mortgage Advisor
CredentialsTypically requires financial certifications or licenses, such as CeMAP or equivalentRequires mortgage-related certifications, such as CeMAP or equivalent
Work EnvironmentRemote, home-based financial consulting or debt managementRemote, home-based mortgage advice and loan processing
Industry UsageFinancial services, debt management, credit consultingMortgage lending, real estate finance
Search & Comparison IntentPeople comparing remote financial advisory rolesIndividuals exploring remote mortgage advisory careers

Both roles involve remote work within the financial industry, requiring similar certifications. From Home Beyond Finance focuses on debt management and financial consulting, while From Home Mortgage Advisor specializes in mortgage lending and real estate finance. The key difference lies in their specific industry focus and client services, but both offer flexible, home-based career options.

What are the most commonly searched types of Beyond Finance jobs in Michigan? The most popular types of Beyond Finance jobs in Michigan are:
What are popular job titles related to From Home Beyond Finance jobs in Michigan? For From Home Beyond Finance jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching From Home Beyond Finance jobs in Michigan look for? The top searched job categories for From Home Beyond Finance jobs in Michigan are:
What cities in Michigan are hiring for From Home Beyond Finance jobs? Cities in Michigan with the most From Home Beyond Finance job openings:
From Home Beyond Finance jobs near you

Client Retention Specialist (Remote)

Beyond Finance

Grand Rapids, MI • On-site, Remote

$19 - $20/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

Beyond Finance rating

9.2

Company rating: 9.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care,a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future.
While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About The Role
Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt program. In this position, you will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the Beyond Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision.
Key Responsibilities:
  • Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
  • Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
  • Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
  • Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
  • Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
  • Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.
  • Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs

What We Look For
  • Required - Experience in Retention, Sales, or Collections
  • High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
  • Ability to work in a fast-paced environment and handle high call volumes
  • Resilient and able to remain calm under pressure
  • Demonstrated ability to negotiate and deescalate client issues effectively
  • Tech saavy and proficiency with a Client Relationship Management system (CRM)
  • Strong customer focus and adaptability to different personality types
  • Strong verbal and written communication skills along with active listening
  • Supports team/department collaboration & inclusion
  • Troubleshooting and problem solving skills
  • Ability to multi-task, set priorities and manage time effectively
  • Willingness to adapt to a changing environment and learn about new financial solutions.

#LI-ST1
The base salary range represents the low and high end of the anticipated salary range for this positionThe actual base salary offered will depend on numerous factors including the individual's skills, experience, performance, and the location where work is performed.
Base Pay Range
$19-$20 USD
Why Join Us?
While you make a difference for others, we'll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
  • Considerable employer contributions for health, dental, and vision programs
  • Generous PTO, paid holidays, and paid parental leave
  • 401(k) matching program
  • Merit advancement opportunities
  • Career development & training

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

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