Sales Service Representative

### **Sales Service Representative** **Inbound Sales, Customer Service & Financial Services | Remote | U.S. Hours** **Position Type:** Full-Time, Remote **Working Hours:** U.S. Business Hours ### **About the Role** At [Pavago](https://himalayas.app/companies/pavago), one of our clients is hiring a **Sales Service Representative** to support prospective customers seeking **debt settlement and debt consolidation solutions**. This is a customer-focused sales role where most conversations begin with individuals who have already expressed interest in the company’s services. ### You’ll be responsible for: * Handling inbound sales inquiries * Understanding prospective clients’ financial needs * Explaining available debt relief solutions * Following up with leads * Supporting conversion through consultative conversations * Maintaining accurate CRM records This role is ideal for someone who combines **sales ability with empathy and strong customer service skills**. ### Fluency in both English and Mandarin is required. ### **What You’ll Own** ### **Inbound Sales & Client Support** * Answer inbound calls from prospective clients interested in: * Debt settlement * Debt consolidation * Related financial solutions * Understand each prospective client’s financial situation and needs * Explain available programs clearly and accurately * Guide clients toward appropriate solutions based on their circumstances * Provide a professional, empathetic, and consultative customer experience * Build trust while helping clients navigate sensitive financial decisions ### **Lead Follow-Up & Outbound Outreach** * Follow up promptly with leads generated through marketing channels * Maintain consistent communication throughout the sales process * Re-engage prospective clients who have not yet made a decision * Conduct outbound follow-up calls and cold calls when required * Maintain disciplined follow-up so qualified opportunities do not fall through the cracks * Build long-term trust through responsive and professional communication ### **Consultative Sales & Relationship Building** * Ask effective questions to understand: * Financial challenges * Client needs * Goals * Interest level * Listen actively and communicate solutions clearly * Handle questions and objections professionally * Balance sales objectives with a customer-first approach * Help prospective clients feel informed and comfortable throughout the process ### **CRM & Documentation** * Maintain accurate records of all client interactions * Update CRM systems with: * Call notes * Communication history * Lead status * Follow-up requirements * Relevant client information * Track lead progression through the sales pipeline * Ensure all records remain complete, organized, and up to date * Protect confidential and sensitive customer information ### **Team Collaboration** * Work closely with sales and customer service teams * Coordinate follow-ups and client handoffs when necessary * Share customer feedback and recurring questions with the team * Contribute insights that can improve: * Sales effectiveness * Lead conversion * Customer experience * Stay informed about company offerings, compliance expectations, and relevant industry developments ### **Required Experience & Skills** ### **Experience** * Previous experience in: * Sales * Customer service * Call centers * Client-facing roles * Experience handling customer conversations over the phone * Experience with financial services, debt settlement, debt consolidation, lending, or related industries is strongly preferred ### **Communication** * **Fluent English and Mandarin communication skills** * Excellent verbal and written communication * Professional and confident phone presence * Strong active listening skills * Ability to explain information clearly and patiently * Comfortable discussing sensitive financial matters with professionalism and discretion ### **Sales & Customer Service Skills** * Strong relationship-building ability * Consultative approach to sales * Comfortable handling objections and customer concerns * Ability to follow up consistently with prospective clients * Customer-focused while still working toward sales and conversion goals ### **Technical & Organizational Skills** * Experience using CRM or customer management systems * Strong documentation and note-taking habits * Ability to manage multiple leads and follow-up activities * Strong organization and time management * Comfortable learning new technologies and communication platforms * Ability to work independently in a remote environment ### **What Makes You a Strong Fit** ### You: * Enjoy helping people navigate financial challenges * Communicate with empathy, confidence, and professionalism * Are comfortable speaking with customers throughout the day * Can build trust quickly over the phone * Remain composed during sensitive or difficult conversations * Follow up consistently instead of allowing leads to go cold * Are detail-oriented with CRM documentation * Balance customer service with sales performance * Thrive in fast-paced, customer-facing environments ### **What a Typical Day Looks Like** ### Your day may include: * Answering inbound calls from prospective clients * Understanding clients’ financial circumstances and needs * Explaining debt settlement or consolidation solutions * Following up with leads from previous conversations * Conducting outbound calls when required * Answering questions and handling objections * Updating CRM records after every interaction * Tracking prospects through the sales process * Coordinating with sales and customer service teammates * Staying current on company programs and compliance requirements **In short:** you help prospective clients understand their financial options while providing an empathetic customer experience and consistently moving qualified opportunities through the sales process. ### **Key Metrics for Success** * Lead response and follow-up speed * Lead-to-client conversion performance * Client satisfaction and engagement * Consistency of outbound follow-up * Accuracy and completeness of CRM records * Quality of customer conversations * Professional handling of sensitive financial situations * Contribution toward team sales and service goals ### **What We Offer** * Competitive base salary * Performance-based incentives * Comprehensive training and ongoing support * Fully remote work environment * Collaborative and supportive team culture * Career growth and advancement opportunities * Opportunity to develop experience within financial services and consultative sales ### **Interview Process** 1. Initial Screening Call 2. Client Interview 3. Offer & Onboarding ### **Apply Now** ### If you: * Are **fluent in English and Mandarin** * Have experience in sales or customer service * Are confident handling inbound and outbound calls * Communicate with empathy and professionalism * Enjoy helping customers understand financial solutions * Can consistently follow up and manage leads ### We’d love to hear from you. ### **Important: Spark Hire Video Interview** As part of our application process, qualified candidates will be invited to complete a **one-way video interview through Spark Hire**. This is your opportunity to introduce yourself and highlight your experience with **sales, customer service, financial services, inbound calls, lead follow-up, CRM management, and client communication**. We recommend sharing specific examples that demonstrate your **English and Mandarin communication abilities, customer service approach, sales performance, objection handling, and experience managing sensitive financial conversations**. Please complete your Spark Hire interview promptly after receiving the invitation. **Candidates who do not complete the video interview may not move forward in the hiring process.** **#SalesServiceRepresentative #InboundSales #CustomerService #MandarinJobs #BilingualJobs #FinancialServices #DebtSettlement #DebtConsolidation #InsideSales #RemoteSales #RemoteJobs** Originally posted on [Himalayas](https://himalayas.app)