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, 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
- Initial Screening Call
- Client Interview
- 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.
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