Full Time Financial Services Representative

1 week ago


Singapore beBeeCommunication Full time $35,000
Customer Service Representative Job Description

We are looking for a skilled Customer Service Representative to join our team.

Job Description:

This role involves contacting potential and existing customers by phone to promote financial services products, generate leads, and set appointments.

  • Conduct outbound calls to prospective clients to introduce and promote financial products and services.
  • Follow up on leads generated through marketing campaigns, referrals, and existing customer databases.
  • Coordinate and schedule appointments for sales agents or financial advisors to facilitate deal closures.
  • Maintain accurate and up-to-date records of customer interactions and activities in the CRM system.
  • Meet or exceed individual and team sales targets, call quotas, and key performance indicators.
  • Address customer inquiries, concerns, and objections professionally and effectively.
Requirements:
  • Prior experience in working in the financial services is an advantage.
  • Minimally local Polytechnic Diploma.
  • Strong communication and interpersonal abilities.
  • Proficient in Microsoft Office (Word, Excel, Outlook).
Benefits:
  • Basic salary + yearly increment.
  • Weekend availability.
  • Accessible location.
  • Good career progression.


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