Jobgether
Financial Service Representative
TLDR
Engage clients in a fast-paced outbound contact centre to promote financial products, deliver tailored guidance, and drive service and sales outcomes in a fixed-term role.
Accountabilities:
- Conduct outbound calls to clients to promote and recommend financial products and services aligned with their needs and goals.
- Engage in meaningful client conversations to understand financial situations and provide tailored solutions and support.
- Deliver quick and accurate responses to client inquiries, ensuring high-quality service and issue resolution.
- Maintain strong product knowledge across banking and financial offerings, including updates on new campaigns and services.
- Identify client needs and connect them with appropriate solutions or internal specialists when required.
- Support a high-volume contact centre environment while maintaining service quality and compliance standards.
- Navigate multiple systems and tools efficiently to manage client interactions and records.
- Contribute to team performance by achieving individual and collective service and sales objectives.
- Experience in customer service, contact centre, sales, or financial services roles is preferred.
- Strong communication and interpersonal skills, with the ability to engage clients effectively over the phone.
- Ability to understand financial products and explain solutions in a clear and client-friendly manner.
- Comfortable working in a fast-paced, target-driven environment with performance expectations.
- Strong computer skills with the ability to navigate multiple systems and applications simultaneously.
- Goal-oriented mindset with a strong focus on client satisfaction and results.
- Ability to learn quickly and adapt to new financial products, tools, and processes.
- Collaborative approach with a strong sense of accountability and ownership.
- Competitive compensation with performance-based opportunities.
- Fixed-term full-time employment with structured training and onboarding.
- Exposure to financial services and banking product knowledge.
- Remote/hybrid work eligibility based on program requirements and performance.
- Employee support programs, wellness resources, and recognition initiatives.
- Opportunity to develop client engagement, sales, and financial advisory skills.
- Inclusive and collaborative team environment focused on learning and growth.
- Access to banking-related employee benefits (subject to program eligibility).
Requirements:
Benefits:
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
#LI-CL1
Benefits
Access to banking-related employee benefits (subject to program eligibility)
Remote-Friendly
Remote/hybrid work eligibility based on program requirements and performance.
Employee support programs, wellness resources, and recognition initiatives
Jobgether runs the largest remote job platform, effectively linking job seekers with over 200,000 flexible and remote opportunities that match their unique skills and preferences. Our focus is on enhancing the hiring process, ensuring efficiency while prioritizing the candidate experience, particularly in the growing health and wellness sector.
- Founded
- Founded 2020
- Employees
- 11-50 employees
- Industry
- Professional Services