Associate Customer Care Advisor
Il y a 6 mois
The Associate Customer Care Advisor role centers around taking phone calls from active Goodleap customers to assist them with their needs and present them with the appropriate cross-sell products Goodleap offers. At the same time, providing world-class customer service while keeping the customer’s information up to date within the company’s CRM.
**Essential Job Duties & Responsibilities**:
- Answering incoming calls and assisting customers with their inquiries.
- Verify and enter prospective client information into the designated CRM.
- Enter any customer escalations into the designated CRM.
- Make Outbound servicing calls to customers to offer cross sell products
**Required Skills, Knowledge & Abilities**:
- 1-2 years of proven customer service experience
- 1-2 years of phone sales experience preferred
- Prior experience with financial products is preferred.
- Self-motivated and extremely goal-oriented
- Good written and verbal communication skills
- Team Player
- Professional demeanor
Compensation: $18/hr.
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