Added
4 minutes ago
Type
Full time
Salary
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crm financial services salesforce outbound sales customer service

πŸ“‹ Description

  • Lead structured outbound call campaigns to walk customers through loan terms, confirm satisfaction
  • Pitch and enroll customers in autopay programs, explaining interest rate savings and handling
  • Conduct consultative cross-sell conversations for home equity, mortgage, solar power purchase
  • Work rotating campaign assignments based on business need
  • Manage a cloud-based phone system for queue status, campaign toggling, and call wrap-up
  • Identify and escalate customer issues appropriately, asking targeted questions to find root causes

🎯 Requirements

  • Comfortable working from a script while sounding natural and building rapport
  • Strong written communication skills
  • Able to navigate multiple software platforms simultaneously while on a live call
  • Coachable, metrics-aware, and able to receive direct feedback constructively
  • Preferred: Experience with Salesforce or similar CRM
  • Preferred: Background in financial services, lending, solar, or home improvement

🎁 Benefits

  • Compensation: $22/hour plus potential bonus opportunities
  • Clear growth path into team lead, escalation specialist, and financial product specialist tracks
  • Opportunity to pursue NMLS license and grow into a Licensed Loan Officer role
  • Structured training from day one
  • Promotion from within
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