Bilingual (Spanish/English) Customer Service Representative w/ Financial Experience

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Empresa

Best Office Staff

Descripción de la Empresa

The founders of Best Office Staff have run multiple successful businesses that rely on lead generation. They improved their staffing model to include skilled staff through outsourcing. As a result, they built an extensive network of people worldwide. As business owners they know the importance of sales and productivity. Based on their own experience they wanted to help other business owners succeed through outsourcing.

Departamento

Guatemala

Localidad

Remote

Salario

US Dollars $800-$1000

Tipo de Contratación

Tiempo Completo

Descripción de la Plaza

JOB TITLE: Spanish Bilingual


Job Summary:

We are looking for an experienced and motivated Bilingual Customer Service Representative with a background in the financial services industry to join our team. In this role, you will play a key part in engaging potential clients through outbound calls, with a focus on both English and Spanish-speaking markets. Your strong communication skills and industry knowledge will help in building relationships, addressing client needs, and scheduling appointments for our sales team.


Duties and Responsibilities:

Conduct outbound cold calls to potential clients, with a focus on the financial services sector, primarily in the Spanish-speaking market.
Present our financial services products, highlighting their benefits to potential clients.
Build rapport with prospects, understand their financial needs, and identify solutions we offer that align with those needs.
Qualify leads based on established criteria and ensure they meet our standards.
Maintain detailed records of interactions, leads, and outcomes in our CRM system.
Address client inquiries and objections, positioning our financial services as solutions to their challenges.
Collaborate with the sales team to schedule appointments and provide comprehensive background information on qualified leads.
Meet and exceed call volume and lead generation targets on a weekly and monthly basis.
Stay informed about financial industry trends, market dynamics, and competitors to effectively communicate our value proposition.
Continuously refine cold calling scripts and strategies based on feedback and results.


Job Qualifications:

Fluency in both English and Spanish is required, with excellent verbal and written communication skills in both languages.
Proven experience in customer service or cold calling within the financial services industry is highly preferred.
Strong interpersonal skills with the ability to quickly build rapport over the phone.
A goal-oriented mindset with a history of meeting or exceeding performance targets.
Ability to handle objections and client concerns professionally and persistently.
Familiarity with CRM software and proficient in general computer skills.
Self-motivated and capable of working independently as well as collaboratively in a team.
Strong organizational skills and attention to detail.
Positive attitude, resilience, and a willingness to continuously learn and adapt.


DEVICE REQUIREMENTS:

At least iCore 5, Ryzen 5 or higher processor with 16GB RAM
Dual Monitor
Noise-canceling headset
Camera

Mínimo Nivel Académico Requerido

Bachillerato/Preparatoria/Secundaria

Mínimo Nivel de Inglés Requerido

Avanzado

Mínima Experiencia Laboral Requerida

2 años
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