Outbound Financial Account Representatives Job Description Samples

Outbound Financial Account Representatives Job Description Sample 1:

Should Haves:
Do you have 2 years sales experience in a call centre/customer service environment? Are you exceeding your sales targets and goals? If you would like to work for a national leading financial institution and possess exception communication skills, this position is ideal for you.

The Ideal Candidate The ideal candidate will be detail oriented with a focus on customer satisfaction. They will also be able to multi task and have a passion for engaging in client-focused conversation. They will have minimum 2 years sales (up selling, cross selling) experience in a target driven environment.

Job Description:

The candidate will contribute to the organizations success by bringing their exceptional sales experience, and their ability to counsel and offer products and services to clients that will meet their needs. It is also important to meet monthly sales, customer service, productivity and compliance targets.

Responsibilities:

- Responsible for outbound calls to customer and providing excellent customer service.

Requirements:

- Minimum 2 years of experience in sales goals, with a focus on customer service
- Meeting and exceeding your personal sales goals
- Excellent listening and verbal communication skills
- Experience in reaching solutions, and have impeccable attention to detail
- Comfortable working independently and within a team environment
- Ability to multitask and embrace change.
- Demonstrate a sincere approach to helping others