Inbound Sales Representative

Pay: $23.50 per hour

6 month contract-to-hire

Inbound Sales Representative

A Brief Overview

The Call Center Representative will support our financial services client by engaging directly with consumers through inbound and outbound calls generated from a variety of lead sources, including direct response television ads, direct mail, digital campaigns, partnership marketing initiatives, and existing customers. This role focuses on understanding the reason for each customer interaction, addressing questions or needs, and introducing additional products or services as appropriate through consultative conversations.

This position operates in a fast-paced contact center environment and requires strong communication skills, the ability to learn quickly, and a customer-first mindset. From time to time, Call Center Representatives may also assist with service-related calls to support overall call volume needs.

Responsibilities

What you will do

• Engage with consumers on inbound and outbound calls from multiple lead sources, including marketing campaigns and existing customer inquiries, on behalf of our financial services client.
• Serve customers at a high level by identifying their needs and providing accurate information, guidance, and appropriate recommendations.
• Balance both sales-oriented and service-focused conversations based on the purpose of each call.
• Build rapport and trust with customers through thoughtful, needs-based conversations.
• Make product or service recommendations that align with customer needs while supporting business goals.
• Complete applications and customer updates by accurately entering information into electronic systems.
• Follow established call flows, scripts, and consultative processes while maintaining a natural and empathetic tone.
• Handle all calls in accordance with regulatory, compliance, and quality guidelines to ensure accuracy and consistency.
• Support additional call center initiatives or projects as assigned.
• Comply with all company policies, standards, and expectations.

Qualifications

What we are looking for

• Previous sales or insurance experience is not required but highly preferred.
• Prior experience in a customer service, call center, retail, hospitality, or fast-paced environment is helpful but not mandatory.
• Willingness and ability to work a variable schedule, including evenings and select company holidays.
• Ability to follow procedures, guidelines, and rules of conduct in a structured inside call center environment.
• Comfortable working independently while managing time and performance expectations.
• Strong verbal and written communication skills, including clear grammar and professional language.
• Excellent listening skills with the ability to ask thoughtful questions and respond appropriately.
• Ability to learn new information, processes, and systems quickly through training.
• Strong attention to detail and ability to multitask while navigating multiple systems.
• Motivation to perform well in a goal-oriented environment.
• Bilingual English and Spanish skills are a plus but not required.

Licensing and Training

• A Life and Health Insurance License is not required at the time of hire.
• Candidates must be willing and able to obtain and maintain required insurance licensing after hire, including multi-state appointments, with training and support provided.

Work Setting and Position Demands

• Work is performed in an office within a contact center setting with extended periods of sitting at a desk and working on a computer.
• Requires frequent verbal communication with customers and internal partners.
• Requires visual acuity to read and interpret electronic and printed materials, review customer information, and ensure accuracy.
• Requires regular preparation of written correspondence and documentation using standard grammar and formatting.
• Requires logical thinking to assess customer needs, follow processes, and resolve questions effectively.
• Involves continuous use of hands and wrists for keyboard and computer work.
• Extended hours may be required during peak periods or special initiatives.