Client Success Advisor

Uqual•Westminster, CO

9h•Onsite

About The Position

Are you passionate about guiding clients toward financial success while building lasting relationships that drive growth? At Uqual, we're seeking motivated Client Success Advisors to support our clients through the home buying journey, ensure their ongoing commitment to our program, and generate valuable referrals. This role offers a perfect blend of coaching, relationship management, and performance-based rewards, with uncapped earning potential in a supportive, fun environment. Based in Westminster, Colorado, Uqual is a local company dedicated to making homeownership accessible. We provide clients with the education, tools, and personalized support to confidently navigate the loan process and achieve their goals. We prioritize a positive culture with strong team camaraderie - because work is better when you're surrounded by great people who work hard and celebrate together.

Requirements

Excellent phone communication skills with a friendly, persuasive style.
Quick thinking and creative problem-solving to handle client needs effectively.
Resilience and a positive mindset to bounce back from challenge.
A passion for helping others achieve financial goals.
3+ years in sales, client retention, or customer success roles (financial services experience a plus).
Strong computer skills and comfort with phone-based work.
High school diploma or equivalent.
Ability to pass a background check and 10-panel drug screen (Colorado-friendly).
Comfortable in an office setting with extended sitting/standing.
Must commute reliably to our Westminster, CO 80234 office (or relocate prior to start).

Nice To Haves

Proficiency in Spanish preferred but not required.

Responsibilities

Build Client Loyalty: Engage with clients to reinforce the value of our program, addressing concerns and encouraging continued participation to support long-term retention.
Drive Referrals: Turn positive client experiences into new opportunities by confidently asking for and securing word-of-mouth referrals during interactions.
Coach for Success: Provide expert guidance to B2C clients throughout the homebuying process, helping them overcome challenges and reach loan closure while identifying upsell moments.
Re-engage Past Clients: Lead outbound efforts to reconnect with former clients, rebuilding trust and encouraging re-enrollment.
Achieve Team Goals: Meet retention and referral targets to contribute to company growth and unlock your commission potential

Benefits

Pay: $27/hr. Guaranteed bonus of $1,750/month for the first 6 months + $16/hour base (averaging $27/hour). Uncapped commissions beyond that - no limits on your earnings!
Earning Potential: Average annual earnings are anywhere from $60,000 - $75,000 with our top performers making $100,000-$125,000.
Paid training to get you up to speed quickly.
11 days PTO in year one + 6 paid holidays.
401(k) retirement plan.
Comprehensive health coverage: Medical, dental, and vision with Cigna (including a 100% company-paid option).
Company-paid short- and long-term disability + life insurance.
Optional accident, critical illness, and hospital indemnity plans.
Weekly company-sponsored lunches or breakfasts.
Ongoing professional development (paid, on-the-job).
Fun perks: Regular contests, rewards, cash bonuses, big prizes, and paid trips for outstanding performance.