Financial Services Representative

2 months ago


Santiago, Cagayan Valley, Philippines LeadAdvisors Full time

Job Title: Financial Services Representative



Overview:



At LeadAdvisors, we seek a Financial Services Representative to join our dynamic BPO team in the Philippines. As a key member of our team, you will play a crucial role in connecting clients with the right financial solutions to manage their debt and achieve financial stability.



Key Responsibilities:




  • Handle inbound and outbound calls to provide clients with personalized financial guidance and support.
  • Assist clients in managing debt, saving money, and securing loans by offering tailored solutions and guidance.
  • Collaborate with the team to resolve client concerns and escalate issues as needed.
  • Accurately record call details and ensure proper follow-up on unresolved issues.
  • Meet specific performance metrics such as call handling time, customer satisfaction, and resolution rates.


Requirements:




  • At least two years of experience in a call center or financial services environment.
  • Excellent verbal and written communication skills in English.
  • Strong customer service skills with the ability to handle client inquiries and resolve issues efficiently.
  • Technical proficiency in call center technology and essential financial software.
  • Flexibility to work various shifts and adapt to changing business needs.


What We Offer:




  • Competitive salary package with incentives.
  • Ongoing training and career growth opportunities.
  • A supportive work environment that fosters collaboration and teamwork.


About LeadAdvisors:



At LeadAdvisors, we are passionate about delivering exceptional results and driving growth for our clients. Our expertise in business process outsourcing (BPO) and digital content marketing enables us to handle campaigns for brands across the United States, delivering tangible results and enhancing our clients' online presence.



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