Virtual Customer Experience Specialist

INNOVATIVE FINANCIAL SERVICES

Raleigh, NC 27615

We’re Hiring: Customer Service and Sales Representative

Description: We are on the lookout for a qualified customer service and sales representative to play a crucial role in selling our products and services. The ideal candidate will possess a deep understanding of the sales process, excel at closing leads, building relationships, and solving problems. Please note that this position is commission-only based, and our average representative earns $55,000 – $125,000 in their first year.

Objectives of this role:

  • Represent the company’s products and services, utilizing consumer research and extensive knowledge of how our solutions meet customer needs
  • Build relationships by organizing daily work schedules to call on existing and potential customers
  • Develop and implement a territory action plan through comprehensive data analysis, adjusting sales techniques based on field interactions and results

Responsibilities:

  • Maintain working relationships with existing clients to ensure exceptional service and identify potential new sales opportunities through phone appointments
  • Identify prospects, set appointments, make effective qualifying sales calls, and manage the sales cycle to close new business across all service categories
  • Possess in-depth product knowledge, conduct demos, and handle objections
  • Achieve sales goals by assessing current client needs and following a defined selling process, often including product demos and presentations
  • Coordinate with other sales representatives to ensure quotas are met and company standards upheld

Required skills and qualifications:

  • Excellent communication, interpersonal, problem-solving, presentation, and organizational skills
  • Proficiency with sales management software and CRM
  • Strong ability to balance persuasion with professionalism
  • Must be able to pass a state exam for adequate licensing

Preferred skills and qualifications:

  • Proven success rate at levels above sales quota
  • 2+ years of Customer Service or Sales experience
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