$17/HR - Inbound Financial Sales Associate - WFH - 1:30pm-10pm CST
Posted 2025-04-06This role requires you to live in WI, TX, or GA.
Responsible for receiving inbound calls from individuals who are interested in opening an consumer credit card. The representativeÂs duties are to speak with individual learning more about their expenses, pain points, goals etc. in order to recommend the right card for them with the ability to show clear value in their selection and how it will... benefit the card holder.
Not every call received is intended to open an account as some may call in with general questions however the goal is to convert to a sale with each individual we speak with even if opening a new account was not the initial reason they called us.
Sales Associate Functions
 Connect with existing and potential customers while working on projects requiring strong sales skills to covert the call to a sale with an emphasis of most calls on sales while ensuring adherence to corporate and department policies and procedures
 Sales agents are responsible for processing various incoming and outgoing sales focused phone calls for assigned clients and programs in accordance with policies, procedures, quality standards, and federal laws and regulations
 Call processing includes presenting offers, overcoming caller objections, transitioning between script elements, asking for sales, obtaining, entering, and verifying customer information (e.g. names, addresses, credit card numbers, etc.), answering questions, resolving issues and providing customer service
 Depending on client requirements, either present offers by reading scripted sales presentations verbatim or paraphrasing and customizing the presentations based off of product summary information, allowing an opportunity to make an informed decision regarding the purchase of a product/service offer
 Agents should maintain established quality and completed calls per hour goals while supporting Salelytics goals and objectives
 Maintain excellent product knowledge regarding product offers, pricing and upsells
General Associate Job Responsibilities
 Exercise exceptional customer service skills in an effort to optimize each contact with the customer
 Ensure that calls are processed in strict adherence to established policies, procedures, quality standards as well as applicable federal laws and regulations
 Assist in resolving routine program quality issues by identifying issue(s) and researching in a timely manner
 Maintain required documentation in an accurate and timely manner using established systems
 Maintain strict confidentiality of information provided by customer or data accessed within assigned systems
 Maintain an in-depth knowledge of assigned client's products and service, as well as policies and procedures regarding customer calls
 Establish and maintain a professional relationship with internal/external customers, team members and department contacts
 Escalate to supervisor any situation outside the employeeÂs control that could adversely impact the services being provided
Related Duties as Assigned
 The job description documents the general nature and level of work but is not intended to be a comprehensive list of all activities, duties, and responsibilities required of job incumbents
 Consequently, job incumbents may be asked to perform other duties as required
 Also note, that reasonable accommodations may be made to enable individuals with disabilities to perform the functions outlined above
 Please contact your local Employee Relations representative to request a review of any such accommodations
Core Competencies
Problem Solving and Decision Making
 Identifies and analyzes problems and finds solutions to them. Isolates problem areas and uses appropriate techniques to solve them
 Is able to handle customer concerns with minimal assistance
 Is able to escalate problems to supervisors and managers appropriately
 Possesses good business sense and judgment to be able to resolve customer concerns on the spot
 Always follows up as necessary and keeps the customer informed of the situation
Attention to Detail & Multi-Tasking
 Has the ability to quickly and accurately scan for errors; relates to visual, numerical, and verbal data; also relates to generating and transmitting error-free products and work
 Is capable of devoting optimal attention to a task or project to ensure it is completed to the highest quality standards. Is able to simultaneously manage several tasks/activities efficiently and effectively, using available resources and time constraints, and to achieve objectives in a timely, cost-effective manner with the highest-quality delivery possible
Planning & Organizing Work
 Ability to schedule resources and one's own time in order to accomplish a goal; can include both short- and long-term schedules
 Organizes work tasks to maximize quality and completeness
Basic Computer Knowledge & Orientation Toward Technology
 Possesses basic computer knowledge and technological skills, including the ability to use search tools, browsers, and email programs
 Also expresses an interest in and willingness to learn new technology
Basic and Applied Mathematical Skills
 Possesses the ability to add, subtract, multiply, and divide, in support of work activities
Willing to Learn
 Rapidly absorbs new information. Learns, remembers and applies new techniques or procedures
 Is curious to learn new things and ways of doing the job
 Delights in sharing best practices with others
Communication Skills
 Communicates in a clear and convincing manner using oral and written forms
 Is able to read, interpret, and apply written directions and guidelines
 Listens attentively and ensures understanding of what is being said
Customer Service Orientation
 Welcomes and acknowledges each customer with a sense of urgency and provides the customer with their full attention
 Engages customers to identify their needs, address their issues, meet their expectations, and ensure their satisfaction
 Always tries to help and assist the customer in a polite, respectful, and friendly manner
 Challenges oneself to find new and innovative ways to enhance the customer experience
 Acts as a trusted advisor to customers by offering products and services that truly meet their identified needs
Understanding and Negotiating with Others
 Identifies with and understands the feelings, thoughts, and attitudes of customers and co- workers. *Treats others with dignity and respect. Keeps the customer's or client's best interest at the heart of all decisions
 Effectively works with customers and co-workers alike to produce agreement on a course of action or on outcomes that satisfy various interests; understands the other party's motives and tactics and strives to achieve a positive result for all parties involved
 Is able to substantially influence the thoughts and actions of others; consistently convinces others to embrace a particular position or viewpoint, and/or to take a specific course of action
Openness to Feedback and Adaptability
 Is always open to providing and receiving constructive feedback to/from others
 Demonstrates the capacity to readily change actions, opinions or behavior based upon feedback from teammates and leaders
 Is able to successfully adjust/adapt his/her approach when faced with multiple demands, shifting priorities, or rapid change; handles ambiguity well
Personal Stability
 Remains controlled in the face of pressure, complaints or failure; has the ability to think rationally and logically despite considerable pressures
 Copes well with setbacks
 Is thick-skinned when dealing with irritable customers or co-workers
 Integrity and Adherence to Policies and Procedures
 Is a trusted associate with confidential information, goods, and products
 Models the appropriate behaviors for others in the organization
 Keeps confidences, admits mistakes, and does not misrepresent him/herself for personal gain
 Can monitor self-activities and will do what was promised
 Will admit mistakes
 Always follows procedures and appropriate policies to minimize risks
Conscientious & Dependable
 Is committed to achieving and maintaining high work standards
 Takes personal pride in the quality and output of work
 Looks for ways to improve existing work processes
 Is responsible and reliable
 Shows up to work on time and when required
 Is available to work when needed and rarely misses scheduled work time
Applicants for this job will be expected to meet the following minimum qualifications.
Education
 Must be 18 or older and have a High School education or GED required Additional education may be required based on individual projects and/or locations
Experience
 Candidates need to meet the experience requirements for specific program Other
 Based on Project and/or Location of Project the following may be required. Ability to pass standardized interview
 Score acceptably on job related testing assessments
 Ability to work flexible schedules, which may include working at least one weekend day Ability to clearly communicate using a clear, distinct voice
 Based on program may need to be bilingual in English, Spanish, French, etc.
 Present offers by reading scripted presentations verbatim or paraphrasing and customizing the presentations to meet client requirements and bring customer issue to resolution
 Ability to fluently speak English
 Must be able to read disclaimers with no errors
 Responsible for properly using, maintaining, and returning upon request any company equipment and assets issued by Salelytics
Categories: Outbound, Call Center, Contact Center, Sales, Inside Sales, Financial Associate, Sales Associate
Salelytics is striving for a diverse workforce. We encourage Women, Minorities, LGBTQ Community Members, and Veterans to apply. We are an equal opportunity employer and do not discriminate based on Age, Race, or Sexual Identity/Orientation.
Job Type: Full-time
Pay: $17.00 per hour
Expected hours: 40 per week
Benefits:
 401(k)
 Dental insurance
 Health insurance
 Paid time off
 Vision insurance
Shift:
 8 hour shift
Supplemental Pay:
 Bonus opportunities
 Monthly bonus
Education:
 High school or equivalent (Required)
Experience:
 Sales: 1 year (Required)
 Computer skills: 1 year (Required)
Work Location: Remote
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