Outbound Financial Services Representative
1 week ago
Outbound Financial Services Representative
Apex Systems is a global IT services provider and our consulting practice has an opening for a Outbound Financial Services Representative . This person will proactively reach out to clients to suggest new and existing financial services products for a Top Five Bank.
Client: Big 5 Bank
Location: Remote: EST hours
Contract : 3 Month Rolling Contract
Terms : 37.5 hours/ week Strong possibility of extension or conversion based on project budget & candidate performance.
What you'll be doing : You'll work in a fast paced Contact Centre where you'll proactively reach out to clients to suggest new and existing financial services products that will help them reach their financial goals. As an Outbound Financial Services Representative, you'll share your knowledge of products and campaigns with clients through outbound calls. You'll engage in meaningful conversations, where you'll seek to develop an in-depth understanding of their financial needs. You'll quickly provide information and resolutions to the client's issues.
Remote Program Requirements
- Ability to work independently as an with a secure workspace, in a room or office with a door that closes it off from noises and distractions.
- Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)
- Satellite Internet service providers are prohibited and cannot be used due to the impact on call quality and service stability.
- You're flexible to work from Monday to Friday from 9:00 AM to 08:00 pm and Saturday from 09:00 am to 6:00 pm.
- How you'll succeed Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Listen, ask questions, and put yourself in the client's shoes to find the right solutions, every time.
- Recommending solutions - Connect clients with the right financial solutions. Proactively suggest products that will help them to achieve their financial goals. Work with your team to ensure clients are connected to the right people and opportunities.
- Product knowledge - Be an expert in the bank's comprehensive financial product offerings. Keep up to date with both new and existing solutions, and maintain an ongoing learning mindset.
- Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.
- You're fluent in French and English to support business operations outside of Quebec, Canada.
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Outbound Financial Services Representative
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Toronto, Ontario, Ontario, Canada Apex Systems Full timeOutbound Financial Services RepresentativeApex Systems is a global IT services provider and our consulting practice has an opening for a Outbound Financial Services Representative. This person will proactively reach out to clients to suggest new and existing financial services products for a Top Five Bank.Client: Big 5 BankLocation: Remote: EST...
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Toronto, Ontario, Canada Apex Systems Full timeOutbound Financial Services RepresentativeApex Systems is a global IT services provider and our consulting practice has an opening for a Outbound Financial Services Representative. This person will proactively reach out to clients to suggest new and existing financial services products for a Top Five Bank.Client: Big 5 BankLocation: Remote: EST...
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