Financial Services Representative

4 weeks ago

Santiago, Cagayan Valley, Philippines LeadAdvisors Full time

Company Overview

LeadAdvisors is a premier contact center specializing in financial services, connecting individuals with the right solutions to manage their finances effectively.

Salary and Benefits

We offer a competitive salary package of $25,000 - $100,000 per month, plus commission. Our team members enjoy a supportive environment with ongoing training and career growth opportunities.

Job Description

As a Call Center Representative at LeadAdvisors, you will handle inbound and outbound calls, guiding clients in managing debt, saving money, securing loans, and understanding tax obligations. You will work closely with our dynamic BPO team in the Philippines to provide exceptional customer service and support.

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.

Requirements

  • 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.

About Us

At LeadAdvisors, we excel in both business process outsourcing (BPO) and digital content marketing, delivering exceptional results for our clients and driving growth in the digital landscape.

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