Teams at Beyond Finance

Serve as primary inbound phone contact for clients in financial hardship programs. Educate, deescalate, assess financial situations, use CRM to document interactions, negotiate retention solutions, meet retention targets, and provide empathetic customer service.

Sales Representatives assess clients' financial situations and provide tailored debt consolidation options while ensuring compliance and building trust with clients. No cold calling is involved.

Sales Representatives assess clients' financial situations and recommend debt consolidation options. They build rapport, ensure compliance, and aim to exceed sales quotas.