Financial Customer Support Specialist

2 weeks ago

Quezon City, Philippines LeadAdvisors Full time
Join Our Dynamic Financial Services Team

Are you looking to make a significant impact in the financial sector? Our company is at the forefront of financial solutions, specializing in debt consolidation, personal loans, tax services, and mortgage assistance. We are a leading inbound and outbound contact center dedicated to helping individuals understand and manage their financial options effectively.

As part of our team, you will engage with clients through both inbound and outbound calls. Your role will involve qualifying and connecting individuals needing financial guidance with the right services to help them save money, manage debt, and fund their future. Whether guiding someone through the complexities of debt consolidation, helping secure a personal loan, or navigating the intricacies of tax obligations, you will be a key player in transforming our clients' financial landscapes.

We are looking for passionate, driven individuals committed to making a difference in people’s lives by providing top-notch financial solutions. We encourage you to apply if you are ready to join a vibrant team and help our clients achieve their financial goals.

Requirements:
  • Address outbound inquiries about personal financing from US consumers.
  • Complete loan forms efficiently and accurately.
  • Proven Experience: At least two years in a call center or financial services environment.
  • Communication Skills: Excellent verbal and written communication skills in English.
  • Customer Service Skills: Strong ability to handle customer inquiries and resolve issues efficiently.
  • Technical Proficiency: Comfortable with call center technology and essential financial software.
  • Flexibility: Ability to work various shifts and adapt to changing business needs.
Responsibilities:
  • Manage High-Volume Calls: Efficiently handle incoming and outgoing calls, maintaining a high level of service.
  • Customer Assistance: Provide detailed information and support regarding financial products and services.
  • Issue Resolution: Quickly identify and resolve client concerns or escalate them appropriately.
  • Documentation and Follow-Up: Accurately record call details and ensure proper follow-up on unresolved issues.
  • Performance Goals: Meet specific performance metrics such as call handling time, customer satisfaction, and resolution rates.

Desired Skills:
  • Excellent communication skills.
  • Attention to detail.
  • Ability to handle queries professionally and maintain a customer-centric approach.
  • Ability to work independently and collaboratively in a fast-paced environment.
Compensation:
  • Competitive salary package + commission.
  • Commissions: tier structure 25k to 100k per month.


About LeadAdvisors:

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in two main areas: business process outsourcing (BPO) and digital content marketing. Our expertise in BPO allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients. In the digital space, we excel in content marketing, technical SEO, guest blogging, media outreach, conversion rate optimization, UX design, and sales funnel strategy. Our dedicated professionals tirelessly create and implement strategies that enhance our client's online presence, improve search engine visibility, and generate high-quality leads.

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