Sales Service Representative

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

Languages
English and Tagalog
Required Skills
Customer serviceCRM

Requirements

  • Proven experience in Sales, Customer Service, or Call Center/Client-Facing roles.
  • Experience in Financial Services, Debt Settlement, Debt Consolidation, or Lending is highly preferred.
  • Excellent verbal and written communication skills in English and Tagalog.
  • Strong interpersonal, relationship-building, and active listening skills.
  • Professional phone presence with the ability to handle sensitive financial conversations.
  • Experience using CRM systems and customer management software.
  • Strong organizational and time-management skills.
  • Ability to work independently while collaborating within a team environment.
  • Reliable internet connection and a professional remote workspace.
  • Comfortable learning new technologies and communication platforms.

Responsibilities

  • Answer inbound calls from prospective clients interested in debt settlement and debt consolidation services.
  • Explain available programs and financial solutions clearly and accurately.
  • Deliver a professional, empathetic, and consultative customer experience.
  • Conduct outbound follow-up and occasional cold calls to help clients make informed financial decisions.
  • Maintain accurate records of all client interactions and update CRM systems with detailed notes.
  • Track lead progress through the sales pipeline to ensure timely follow-up.
  • Collaborate with internal teams to share client feedback and market insights.
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