Customer Service/Sales Representative

Full Time04-Jul-2026
Overview

Full job description

Customer Service/Sales Representative

Job Summary:

Join our team as a Customer Service/Sales Representative where you will play a pivotal role in providing exceptional service to our clients. As a multilingual professional, you will engage with customers through outbound calling, utilizing your strong communication skills in both English and Spanish. Your primary focus will be on delivering top-notch customer service, handling sales inquiries, and ensuring customer satisfaction.

Duties:

- Conduct outbound calls to customers to promote products and services

- Assist customers with inquiries, and issue resolution

- Utilize phone etiquette to provide a positive customer experience

- Perform data entry tasks accurately and efficiently

- Collaborate with the sales team to meet and exceed sales targets

Experience:

- Proven experience in customer service and sales roles

- Strong communication skills in English and Spanish (Bilingual)

- Ability to multitask and prioritize tasks effectively

- Proficiency in data entry and CRM software

- Prior experience in outbound calling is a plus

We are looking for a dynamic individual who thrives in a fast-paced environment, values teamwork, and is dedicated to delivering exceptional service. If you are passionate about sales, customer service, and possess the required skills, we encourage you to apply for this exciting opportunity as a Customer Service/Sales Representative with us.

Part time and Full time options

We are looking for 10 new team members in the next 30 days. Our company was founded in 2018, but our company partners have been in business over 100 years. We are a sales and marketing firm with about 50 agents who spend their days calling clients, attending meetings, reading assigned material and ongoing training, submitting applications for clients, managing communications, and creating contracts. We are contracted with over 30 companies who provide many options for our clients. With so many contracts, we are able to find our clients the absolute best product to match their financial needs and goals. We help people with things like planning out retirement, life insurance, annuities, 401K/IRA/Roth IRA rollovers, debt consolidation, and more. Our team is a diverse group of individuals from all states in the US, they are all hardworking positive thinkers.

We are looking for team members who can keep the company culture in mind in every interaction. We are always:

-Recognizing others for their performance

-Learning together as a group/developing professional skills

-Respecting team members and clients

-Upholding a positive environment

-Participating in both individual sales and group trainings

Ideally candidates would also be:

-Motivated

-Open to a challenge

-Goal oriented

-Team over me mentality

Position is remote, and all meetings, trainings, client calls, and interviews will happen via ZOOM.

Job Types: Full-time, Part-time

Pay: $50,000.00 - $55,000.00 per year

Expected hours: 10 per week

Benefits:

  • Flexible schedule
  • On-the-job training
  • Referral program
  • Work from home

Experience level:

  • No experience needed
  • Under 1 year

Weekly day range:

  • Monday to Friday
  • Weekends as needed

Customer Service/Sales Representative