Sales Advisor & Client Success Specialist

In this dual‑role position I supported clients through one of the most sensitive stages of their financial journey—debt relief. As a Sales Advisor, I guided individuals in enrolling in customized debt consolidation programs, delivering clear, empathetic explanations of the process and helping them make informed decisions under pressure. Later, as part of the Client Success Team, I provided ongoing support to ensure retention, satisfaction and program adherence. I proactively addressed concerns, monitored progress and maintained long‑term relationships that contributed to high client retention rates.

Key Contributions & Skills

• Delivered consultative sales support with empathy and clarity, helping clients navigate complex financial decisions.
• Contributed to program enrollment growth through personalized outreach and needs‑based solutions.
• Ensured client satisfaction and retention through proactive follow‑ups and issue resolution.
• Applied deep knowledge of debt relief strategies, financial hardship protocols and compliance standards.
• Collaborated cross‑functionally with enrollment, legal and support teams to streamline client experience.
• Adapted to remote workflows and CRM tools to manage high‑volume caseloads efficiently.