Position Details
About this role
A full-time Customer Service & Sales Associate role supporting inbound and outbound customer interactions related to financial products.
Key Responsibilities
- Handle customer inquiries
- Make product recommendations
- Escalate complex issues
- Update leadership on workload
- Support sales efforts
Technical Overview
Focus on customer service, sales calls, and financial product knowledge; no specific technical environment.
Ideal Candidate
The ideal candidate is a customer service-oriented individual with strong communication skills, capable of handling inbound and outbound calls, and knowledgeable about financial products. Entry-level candidates with a proactive attitude are preferred.
Must-Have Skills
Required Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of customer service experience, Inability to handle sales calls, Poor communication skills
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile