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 Pavago, 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…