Pavago
Financial Services
SalesServiceRepresentative(English&Vietnamese)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Service Representative (English & Vietnamese) at Pavago. Skills: Sales, Customer service, Relationship building. Answer incoming calls from prospective clients. Provide accurate information about programs”
What You'll Achieve.
Client satisfaction; Client engagement; Consistent lead follow-up; Conversion performance; Accurate CRM documentation; Pipeline management; Professional handling of sensitive financial conversations; Positive contribution to team goals; Positive contribution to company goals
Industry & Context.
Solve financial challenges
What They're Looking For.
Must Have
Excellent verbal and written communication skills in English and Vietnamese, Interpersonal and relationship-building abilities, Professional phone presence, Active listening skills, Organizational and time-management abilities, Ability to work independently, Ability to work collaboratively within a team, Comfortable handling sensitive financial conversations professionally, Comfortable handling sensitive financial conversations confidentially, Experience using CRM systems, Experience using customer management software, Comfortable learning new technologies, Comfortable utilizing new communication platforms
Nice to Have
Experience in financial services, Experience in debt settlement, Experience in debt consolidation, Experience in lending, Experience in related industries
What You'll Do.
Answer incoming calls from prospective clients
Provide accurate information about programs
Provide accurate information about financial solutions
Understand client financial situation
Recommend appropriate options
Deliver professional customer experience
Deliver empathetic customer experience
Deliver consultative customer experience
Follow up promptly with leads
Maintain consistent communication with prospective clients
Conduct outbound follow-up calls
Build trust with potential clients
Build relationships with potential clients
Maintain accurate records of client interactions
Maintain accurate records of client activities
Update CRM systems with detailed notes
Update CRM systems with communication history
Ensure timely follow-up
Work closely with sales teams
Work closely with customer service teams
Share feedback to improve customer experience
Share feedback to improve sales effectiveness
Stay informed on industry trends
Stay informed on compliance requirements
Stay informed on company offerings
How You'll Work.
Team & Collaboration
Sales teams; Customer service teams; Achieve company goals
Communication Scope
Verbal communication; Written communication; Phone presence; Active listening
Full Job Description
### **Sales Service Representative** **Position Type:** Full-Time, Remote **Working Hours:** U.S. Business Hours ### **About the Role** At Pavago, one of our clients is looking for a Sales Service Representative to support inbound sales inquiries and provide exceptional customer service to individuals seeking debt settlement and debt consolidation solutions. This role is ideal for someone who enjoys helping people, building relationships, and guiding prospective clients through important financial decisions. You will primarily engage with individuals who have already expressed interest in the company’s services, while also conducting follow-up and outbound outreach when needed. ### **Key Responsibilities** ### **Inbound Sales & Customer Support** * 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 ### **Lead Follow-Up & Outreach** * 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 * Build trust and strong relationships with potential clients ### **CRM & Documentation** * Maintain accurate records of all client interactions and activities * Update CRM systems with detailed notes and communication history * Track lead progress and ensure timely follow-up ### **Team Collaboration** * Work closely with sales and customer service teams to achieve company goals * Share feedback and insights to improve customer experience and sales effectiveness * Stay informed on industry trends, compliance requirements, and company offerings ### **Requirements** ### **Experience** * Previous experience in sales, customer servic
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