Beyond Finance

Beyond Finance is a financial services company that focuses on providing customized solutions to help clients manage their finances and improve their financial well-being. They are currently looking for a Bilingual Inside Sales Representative to join their remote team.

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🧭 Full-Time

🔍 Financial Services

  • 1 year call center experience (Required)
  • Bilingual - Spanish (Required)
  • Reliable, High Speed, Internet connection (Required)
  • Technical proficiency with Client Relationship Management system (CRM)
  • Strong customer service orientation
  • Strong communicator: Includes listening, verbal & written communication
  • Effective problem solver
  • Effective at time management, planning & organizing tasks and time
  • Ability to understand and empathize with customer issue(s)
  • Ability to work from home in a distraction free environment

  • Provide a best-in-class customer service experience over the phone
  • Respond to client requests and anticipate unstated needs
  • Analyze client problems through effective listening and provide timely solutions
  • Document request outcomes for accurate tracking and analysis
  • Resolve client requests independently and as part of a team
  • Maintain positive client relations and coordinate with other departments
  • Document information in the CRM for client accounts
  • Handle a high volume of clients in a work from home call center environment
Posted 2024-10-21
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🧭 Full-Time

🔍 Financial Services

  • Bilingual in Spanish.
  • Motivated individual with an entrepreneurial spirit.
  • Experience in exceeding goals in a fast-paced sales environment.
  • Ability to see challenges as opportunities and objections as buying questions.
  • Sales experience preferred but not required.
  • Financial services experience is a plus.
  • Strong written, verbal, and oral communication skills.

  • Engage prospective consumers who have requested information regarding debt consolidation options.
  • Assess a customer’s financial situation and guide them toward the best debt consolidation option.
  • Build rapport and establish trust with prospective clients quickly.
  • Ensure all sales transactions comply with standards.
  • Continuously support and contribute to the energetic team.
Posted 2024-10-19
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