Synchrony Financial
Atlanta, Georgia
Job ID: Job Description: Role Summary/Purpose This field sales position is responsible to coach and train regional and store level client leadership on the benefits of our products so that they will in turn drive product engagement and in store execution to accomplish/exceed credit goals. Position would be required to maintain relationships through effective and timely communication, attending region/store meetings, develop in store product execution strategies/action plans, and ensure regional strategies are effectively rolled out to stores. Position to be based from a home office in the Charleston SC, Columbia SC or Jacksonville, FL area and requires significant travel. Company car is included. Essential Responsibilities Drive application volume to meet/exceed goals. Exceed customer satisfaction by meeting/exceeding established client goals. Enhance implementation of in-store marketing programs; conduct monthly in person and virtual training. Develop credit awareness programs with store/regional management. Audit signage, point of sale material for compliance purposes and communicate issues accordingly. Support client team initiatives. Compile, document and present results of weekly engagements; deliver travel and marketing budgets. Attend/support store opening and relocation events. Develop and maintain key external client relationships at store, regional and zone levels. Maximize/leverage credit support and commitment at store level. Develop monthly engagement plan for stores to support business goals. Perform other duties and/or special projects as assigned Qualifications/Requirements Bachelor's degree and 3+ years' experience working in the Financial Services Field or Retail Store Management. Or in lieu of completed degree, HS diploma/GED and 5+ years' experience working in the Financial Services Field or Retail Store Management. Minimum of 2 years client relationship management experience. Minimum of 2 years' experience developing presentations and pitching to all levels of management. Proficiency with MS Word, Excel, and PowerPoint. Willing to travel up to 75% of the time Desired Characteristics: Excellent negotiation and client relationship skills. Openness to coaching and ability to learn quickly. Customer focused mindset with ability to respond quickly to customer needs. Exceptional interpersonal communication skills (written, oral, nonverbal). Private label sales and marketing experience will be a plus. Strong finance/retail business/industry acumen. Eligibility Requirements You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Our Commitment When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Grade/Level 10 The salary range for this position is 75 000.00 USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Reasonable Accommodation Notice Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at 1-. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Sales
Job ID: Job Description: Role Summary/Purpose This field sales position is responsible to coach and train regional and store level client leadership on the benefits of our products so that they will in turn drive product engagement and in store execution to accomplish/exceed credit goals. Position would be required to maintain relationships through effective and timely communication, attending region/store meetings, develop in store product execution strategies/action plans, and ensure regional strategies are effectively rolled out to stores. Position to be based from a home office in the Charleston SC, Columbia SC or Jacksonville, FL area and requires significant travel. Company car is included. Essential Responsibilities Drive application volume to meet/exceed goals. Exceed customer satisfaction by meeting/exceeding established client goals. Enhance implementation of in-store marketing programs; conduct monthly in person and virtual training. Develop credit awareness programs with store/regional management. Audit signage, point of sale material for compliance purposes and communicate issues accordingly. Support client team initiatives. Compile, document and present results of weekly engagements; deliver travel and marketing budgets. Attend/support store opening and relocation events. Develop and maintain key external client relationships at store, regional and zone levels. Maximize/leverage credit support and commitment at store level. Develop monthly engagement plan for stores to support business goals. Perform other duties and/or special projects as assigned Qualifications/Requirements Bachelor's degree and 3+ years' experience working in the Financial Services Field or Retail Store Management. Or in lieu of completed degree, HS diploma/GED and 5+ years' experience working in the Financial Services Field or Retail Store Management. Minimum of 2 years client relationship management experience. Minimum of 2 years' experience developing presentations and pitching to all levels of management. Proficiency with MS Word, Excel, and PowerPoint. Willing to travel up to 75% of the time Desired Characteristics: Excellent negotiation and client relationship skills. Openness to coaching and ability to learn quickly. Customer focused mindset with ability to respond quickly to customer needs. Exceptional interpersonal communication skills (written, oral, nonverbal). Private label sales and marketing experience will be a plus. Strong finance/retail business/industry acumen. Eligibility Requirements You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Our Commitment When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Grade/Level 10 The salary range for this position is 75 000.00 USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Reasonable Accommodation Notice Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at 1-. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Sales
Heard & Smith, LLP
San Antonio, Texas
Position Title: Intake Specialist (Client Service Sales) - Remote Description Intake Specialist (Client Service - Sales) Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someones life! Fast-paced, professional environment; Fulfilling, challenging, and rewarding; Great team environment; Paid Holidays, Accrued Paid Time Off (FT only); Great Medical Benefits Package (FT only); Wellness Program (FT only); Competitive Salary $14.50-$16.50 per hour DOE 401k with Annual Employer Profit-Sharing contributions(historically 5% annual salary - employee contributions not required!) As the Intake Specialist you are the first point of contact for potential clients who are seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration. In this role you will: Build the initial client relationship and confidence in our firm with every prospective client interaction Take calls per day in a professional inbound/outbound call center environment Sign up 4 new cases per day to the firm Be expected to meet occupancy and adherence goals Be expected to maintain a minimum call quality score of 90% Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained Solve problems and maintain confidentiality Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system Use good judgment to discern what issues may be urgent and need a managers or directors attention immediately To be successful as an Intake Specialist you will need: High School Diploma; Degree preferred; or equivalent combination Call center and customer service experience Strong people skills Excellent telephone, communication, and active listening skills Ability to meet performance standards whether in office or working remotely from home Knowledge in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily Minimum 40 WPM typing speed Multi-tasking skills and the ability to work well under pressure Detail oriented Excellent spelling and grammar Problem analysis and problem-solving Self-motivated, self-disciplined, able to work with little supervision Reliability and dependability Ability to work in fast paced environment Ability to work in a confidential environment always maintaining client confidentiality Has professional manner and high energy level, exhibits a positive attitude Strong organizational skills Good time management skills Accepts new ideas and challenges and is highly motivated Ability to work well with others as a team Ability to work remotely from home as needed per business needs (see remote requirements) Sales experience a plus Fluent Spanish a plus Minimum Requirements for a Remote Home Office Intake Specialist: Computer with up-to-date operating system (No Macs, Chromebooks, Tablets) Camera - internal to computer or external Fast internet connection (20MB+) Wired Ethernet cable Internet connection in your home office Land line telephone or good cell phone signal in home office Quiet, private home office with no distractions during business hours Reside in Texas PId49aa88f9dd5-3268
Position Title: Intake Specialist (Client Service Sales) - Remote Description Intake Specialist (Client Service - Sales) Heard and Smith, LLP was founded on the principles of compassion, humility and the relentless desire to pursue financial assistance for our clients. Our law firm has been helping the disabled for over 30 years and has a proven record. Do you have a heart for those in need? We are seeking individuals with excellent customer relations, strong work ethic, and a true desire to help others. Being part of the Heard and Smith team is more than a job; each day provides you with opportunities to change someones life! Fast-paced, professional environment; Fulfilling, challenging, and rewarding; Great team environment; Paid Holidays, Accrued Paid Time Off (FT only); Great Medical Benefits Package (FT only); Wellness Program (FT only); Competitive Salary $14.50-$16.50 per hour DOE 401k with Annual Employer Profit-Sharing contributions(historically 5% annual salary - employee contributions not required!) As the Intake Specialist you are the first point of contact for potential clients who are seeking Social Security Disability (SSD) and/or Social Security Income (SSI) assistance. In a call center environment, you will guide potential clients through a screening process (triage) to determine eligibility for SSD/SSI and if eligible, invite them to become a client. You will assist clients in the completion of initial applications as well as addendums and updates for submission to the Social Security Administration. In this role you will: Build the initial client relationship and confidence in our firm with every prospective client interaction Take calls per day in a professional inbound/outbound call center environment Sign up 4 new cases per day to the firm Be expected to meet occupancy and adherence goals Be expected to maintain a minimum call quality score of 90% Consistently build the client relationship and confidence in our firm with every client interaction while proactively contacting clients to ensure the relationship is maintained Solve problems and maintain confidentiality Keep updated records and detailed documentation of client interactions, concerns, and complaints in a paperless database system Use good judgment to discern what issues may be urgent and need a managers or directors attention immediately To be successful as an Intake Specialist you will need: High School Diploma; Degree preferred; or equivalent combination Call center and customer service experience Strong people skills Excellent telephone, communication, and active listening skills Ability to meet performance standards whether in office or working remotely from home Knowledge in computer technology and the Internet (MS Office, Outlook). Including the ability to learn new programs easily Minimum 40 WPM typing speed Multi-tasking skills and the ability to work well under pressure Detail oriented Excellent spelling and grammar Problem analysis and problem-solving Self-motivated, self-disciplined, able to work with little supervision Reliability and dependability Ability to work in fast paced environment Ability to work in a confidential environment always maintaining client confidentiality Has professional manner and high energy level, exhibits a positive attitude Strong organizational skills Good time management skills Accepts new ideas and challenges and is highly motivated Ability to work well with others as a team Ability to work remotely from home as needed per business needs (see remote requirements) Sales experience a plus Fluent Spanish a plus Minimum Requirements for a Remote Home Office Intake Specialist: Computer with up-to-date operating system (No Macs, Chromebooks, Tablets) Camera - internal to computer or external Fast internet connection (20MB+) Wired Ethernet cable Internet connection in your home office Land line telephone or good cell phone signal in home office Quiet, private home office with no distractions during business hours Reside in Texas PId49aa88f9dd5-3268