Sales Service Representative

New
P
PavagoFinancial Services
Philippines, U.S. Business HoursFull-Time
Salary not disclosed
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Job Details

Languages
English, Tagalog
Required Skills
Customer serviceCRM

Requirements

  • Previous experience in sales, customer service, call center, or client-facing roles
  • Experience within financial services, debt settlement, debt consolidation, lending, or related industries is preferred
  • Excellent verbal and written communication skills in both English and Tagalog
  • Strong interpersonal and relationship-building abilities
  • Professional phone presence and active listening skills
  • Strong organizational and time-management abilities
  • Ability to work independently and collaboratively within a team environment
  • Experience using CRM systems and customer management software
  • Comfortable learning and utilizing new technologies and communication platforms

Responsibilities

  • Answer incoming calls from prospective clients interested in debt settlement and debt consolidation services
  • Provide accurate information about available programs and financial solutions
  • Understand each client’s financial situation and recommend appropriate options
  • Deliver a professional, empathetic, and consultative customer experience
  • Follow up promptly with leads generated through various marketing channels
  • Maintain consistent communication with prospective clients throughout the sales process
  • Conduct outbound follow-up and cold calls when required
  • Maintain accurate records of all client interactions and activities
  • Update CRM systems with detailed notes and communication history
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