Sales Service Representative

Sales Service Representative – Remote

Inbound Sales | Customer Service | Financial Services | CRM | Bilingual (English & Tagalog)

Position Type: Full-Time, Remote

Working Hours: U.S. Business Hours

About the Role

At the company, one of our clients is hiring a Sales Service Representative to support inbound sales inquiries and deliver exceptional customer service to individuals seeking debt settlement and debt consolidation solutions.

This is a consultative sales role focused primarily on inbound leads, while also conducting follow-up outreach to help prospective clients make informed financial decisions. You’ll build trust, understand each client’s unique situation, and guide them toward the most suitable solution with empathy and professionalism.

If you’re passionate about helping people, enjoy building relationships, and thrive in customer-focused sales environments, this is an excellent opportunity to grow your career.

What You’ll Own

Inbound Sales & Customer Support

• Answer inbound calls from prospective clients interested in debt settlement and debt consolidation services.

• Explain available programs and financial solutions clearly and accurately.

• Understand each client’s financial situation and recommend appropriate options.

• Deliver a professional, empathetic, and consultative customer experience.

• Build trust while guiding clients through important financial decisions.

Lead Follow-Up & Outreach

• Follow up promptly with leads generated through various marketing channels.

• Maintain consistent communication throughout the sales process.

• Conduct outbound follow-up and occasional cold calls when needed.

• Build long-term relationships with prospective clients.

• Ensure no qualified lead is left without follow-up.

CRM & Documentation

• Maintain accurate records of all client interactions.

• Update CRM systems with detailed notes and communication history.

• Track lead progress through the sales pipeline.

• Ensure timely follow-up and accurate documentation.

Team Collaboration

• Work closely with Sales and Customer Service teams to achieve company goals.

• Share client feedback and market insights to improve performance.

• Stay informed about industry regulations, compliance requirements, and company offerings.

• Contribute to a collaborative, customer-focused team environment.

Requirements

Must-Have Qualifications

Experience

• Previous experience in:

• Sales

• Customer Service

• Call Center

• Client-Facing Roles

• Experience within:

• Financial Services

• Debt Settlement

• Debt Consolidation

• Lending

• Related industries is highly preferred.

Core Skills

• Excellent verbal and written communication skills in English and Tagalog .

• Strong interpersonal and relationship-building abilities.

• Professional phone presence and active listening skills.

• Strong organizational and time-management skills.

• Ability to work independently while collaborating effectively with a team.

• Comfortable handling sensitive financial conversations with professionalism and confidentiality.

Technical Skills

• Experience using CRM systems and customer management software.

• Comfortable learning new technologies and communication platforms.

• Reliable internet connection and professional remote workspace.

What Makes You a Strong Fit

• Passionate about helping people overcome financial challenges.

• Empathetic, professional, and confident communicator.

• Comfortable working in fast-paced customer-facing environments.

• Calm and composed during sensitive conversations.

• Highly organized with excellent follow-up habits.

• Detail-oriented and committed to delivering exceptional customer service.

What a Typical Day Looks Like

• Answer inbound inquiries from prospective clients.

• Understand each client’s financial needs and explain available solutions.

• Follow up with interested leads via phone and email.

• Maintain accurate CRM records and sales notes.

• Conduct outbound follow-up when necessary.

• Collaborate with internal teams to ensure a smooth customer experience.

• Track progress toward daily and weekly performance goals.

In short: You help prospective clients confidently navigate their financial options while delivering exceptional service and contributing to sales growth.

Key Metrics for Success (KPIs)

• Lead response and follow-up completion rate

• Inbound lead conversion rate

• Client satisfaction and engagement

• CRM accuracy and documentation quality

• Sales pipeline management

• Quality of customer interactions

• Achievement of individual and team performance goals

Why This Role Stands Out

• Fully remote work environment.

• Competitive base salary with performance-based incentives.

• Comprehensive onboarding and ongoing training.

• Supportive, collaborative team culture.

• Opportunity to make a meaningful impact by helping clients improve their financial well-being.

• Career growth into:

• Senior Sales Representative

• Account Manager

• Sales Team Lead

• Client Success Manager

Interview Process

• Initial Screening Call

• Spark Hire Intro Video (3–5 minutes)

• Final Client Interview

• Offer & Onboarding

What Happens After You Apply

Right after you apply, you’ll receive an email invitation from Spark Hire to record your Intro Video . This short, self-recorded video is the next step that completes your application and can be recorded whenever it’s convenient for you.

Instead of repeating yourself across multiple screening calls, you’ll introduce yourself once, and your video will be shared with the hiring team. This helps the hiring team evaluate your communication style early, making future interviews more meaningful while reducing unnecessary interview rounds.

Don’t overthink it—you can record your video as many times as you’d like before submitting it. Only your final submission will be reviewed.

Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after submitting your application.

Apply Now

If you’re passionate about helping people, enjoy consultative sales, and want to build a rewarding career supporting clients through important financial decisions, we’d love to hear from you. Apply today and become part of a growing, customer-focused team.