Sales Service Representative (English & Mandarin)

Sales Service Representative Inbound Sales, Customer Service & Financial Services | Remote | U.S. Hours 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 prospective customers seeking debt settlement and debt consolidation solutions . This is a customer-focused sales role where most conversations begin with individuals who have already expressed interest in the company’s services. You’ll be responsible for: • Handling inbound sales inquiries • Understanding prospective clients’ financial needs • Explaining available debt relief solutions • Following up with leads • Supporting conversion through consultative conversations • Maintaining accurate CRM records This role is ideal for someone who combines sales ability with empathy and strong customer service skills . Fluency in both English and Mandarin is required. What You’ll Own Inbound Sales & Client Support • Answer inbound calls from prospective clients interested in: • Debt settlement • Debt consolidation • Related financial solutions • Understand each prospective client’s financial situation and needs • Explain available programs clearly and accurately • Guide clients toward appropriate solutions based on their circumstances • Provide a professional, empathetic, and consultative customer experience • Build trust while helping clients navigate sensitive financial decisions Lead Follow-Up & Outbound Outreach • Follow up promptly with leads generated through marketing channels • Maintain consistent communication throughout the sales process • Re-engage prospective clients who have not yet made a decision • Conduct outbound follow-up calls and cold calls when required • Maintain disciplined follow-up so qualified opportunities do not fall through the cracks • Build long-term trust through responsive and professional communication Consultative Sales & Relationship Building • Ask effective questions to understand: • Financial challenges • Client needs • Goals • Interest level • Listen actively and communicate solutions clearly • Handle questions and objections professionally • Balance sales objectives with a customer-first approach • Help prospective clients feel informed and comfortable throughout the process CRM & Documentation • Maintain accurate records of all client interactions • Update CRM systems with: • Call notes • Communication history • Lead status • Follow-up requirements • Relevant client information • Track lead progression through the sales pipeline • Ensure all records remain complete, organized, and up to date • Protect confidential and sensitive customer information Team Collaboration • Work closely with sales and customer service teams • Coordinate follow-ups and client handoffs when necessary • Share customer feedback and recurring questions with the team • Contribute insights that can improve: • Sales effectiveness • Lead conversion • Customer experience • Stay informed about company offerings, compliance expectations, and relevant industry developments Required Experience & Skills Experience • Previous experience in: • Sales • Customer service • Call centers • Client-facing roles • Experience handling customer conversations over the phone • Experience with financial services, debt settlement, debt consolidation, lending, or related industries is strongly preferred Communication • Fluent English and Mandarin communication skills • Excellent verbal and written communication • Professional and confident phone presence • Strong active listening skills • Ability to explain information clearly and patiently • Comfortable discussing sensitive financial matters with professionalism and discretion Sales & Customer Service Skills • Strong relationship-building ability • Consultative approach to sales • Comfortable handling objections and customer concerns • Ability to follow up consistently with prospective clients • Customer-focused while still working toward sales and conversion goals Technical & Organizational Skills • Experience using CRM or customer management systems • Strong documentation and note-taking habits • Ability to manage multiple leads and follow-up activities • Strong organization and time management • Comfortable learning new technologies and communication platforms • Ability to work independently in a remote environment What Makes You a Strong Fit You: • Enjoy helping people navigate financial challenges • Communicate with empathy, confidence, and professionalism • Are comfortable speaking with customers throughout the day • Can build trust quickly over the phone • Remain composed during sensitive or difficult conversations • Follow up consistently instead of allowing leads to go cold • Are detail-oriented with CRM documentation • Balance customer service with sales performance • Thrive in fast-paced, customer-facing environments What a Typical Day Looks Like Your day may include: • Answering inbound calls from prospective clients • Understanding clients’ financial circumstances and needs • Explaining debt settlement or consolidation solutions • Following up with leads from previous conversations • Conducting outbound calls when required • Answering questions and handling objections • Updating CRM records after every interaction • Tracking prospects through the sales process • Coordinating with sales and customer service teammates • Staying current on company programs and compliance requirements In short: you help prospective clients understand their financial options while providing an empathetic customer experience and consistently moving qualified opportunities through the sales process. Key Metrics for Success • Lead response and follow-up speed • Lead-to-client conversion performance • Client satisfaction and engagement • Consistency of outbound follow-up • Accuracy and completeness of…