Customer Service/sales Agent

**Overview**
We are seeking highly motivated Customer Service & Sales Specialists with proven experience in both delivering exceptional client support and driving sales results. This is a fast-paced, performance-driven environment where your communication skills, professionalism, and ability to connect with customers will directly impact success.

**Key Responsibilities**:
**Client Engagement**
- Handle inbound and outbound calls with professionalism, confidence, and energy.
- Drive sales performance by identifying opportunities, upselling, and closing with impact.
- Improve client service experience, create engaged clients, and facilitate organic growth
- Deliver outstanding customer service by addressing client needs, resolving concerns, and ensuring a positive customer journey.
- Ensure follow up and follow through on all client queries
- Identify any potential errors or obstacles that may arise which might impact client experience,
- Display leadership through your actions by accepting responsibility for daily deliverables and ensuring turnaround times are achieved.
- Maintain forward thinking and proactiveness by taking ownership of every interaction with the client and managing the clients queries from end-to-end
- Lead Management: Handle new case leads from sources such as social media and word-of-mouth.
- Client Communication: Manage initial calls through an automated dialer system, ensuring all interactions are professional and timely.
- Scripted Communication: Read the Welcome Script to clients who are interested in proceeding with case creation.
- Consistently achieve performance targets for both quality and sales metrics.
- Work collaboratively within a team while demonstrating personal accountability for results.

**Client Verification**
- Information Gathering: Collect additional client data on medical conditions, addresses, and financial background
- Agreement Management: Send agreements to clients via crm, confirm receipt, and track signed agreements.
- Data Entry: Update communication logs with call outcomes, reasons for non-continuation, and any additional case details.
- Maintain accurate customer records and ensure compliance with all processes and policies.
- Case Disposition: Disposition calls appropriately based on the client’s responses
- Special Cases Handling: Manage interactions for clients with sponsors or minors, ensuring all necessary data is collected and agreements are signed.
- Quality Assurance: Follow quality control measures to ensure accuracy and adherence to procedures during client interactions and case creation.
- Technical Proficiency: Familiarity with using automated dialers (e.g., Vicidial), customer relationship management (CRM) systems, and basic office software.
- Team Collaboration: Willingness to work closely with the Welcome Team Lead and other departments to ensure the smooth handling of cases.

**Experience & Qualifications**
- Proven track record in both customer service and sales environment
- Must have no less than 12 months customer service experience and 6 months sales experience
- Must be currently active on a dialer or have recent direct face-to-face customer engagement experience (retail, in-person sales, or service)
- Strong communication skills with a voice that sounds incredible over the phone—clear, confident, engaging, and persuasive
- Demonstrated drive, resilience, and hunger to achieve targets
- Ability to adapt quickly, handle objections, and maintain professionalism under pressure
- International customer service experience. (Advantageous)
- Ability to work shifts from 3pm - 3am

We want customer-first specialists who truly care about client needs, can handle conversations with confidence, and are willing to go the extra mile. Sales skills are an advantage, but your service quality, professionalism, and voice presence are what will make you stand out

Work Location: In person