Financial Services Representative
hace 2 meses
At Xe, we are passionate about delivering innovative currency services and products. Our comprehensive range of services includes a Currency Converter, Market Analysis, Currency Data API, and secure Money Transfers for individuals and businesses. Leveraging technology, we provide these services through our website, mobile app, and by phone. Last year, we helped over 300 million people access valuable information about the currencies that matter to them.
About This Opportunity
We are seeking highly motivated Inbound Sales Representatives to join our expanding team in Mexico. As a Junior Associate, you will be the first point of contact for potential customers, responsible for qualifying inbound calls and creating sales opportunities. Your goal is to identify customer needs, provide information on our services, and drive sales through effective communication and relationship-building.
Our Principles
- Ambition: We dream big, try new things, and always ask "why not" and "what if."
- Responsibility: We take personal responsibility and get involved in new ideas.
- Community: We value a sense of belonging, trust each other, and encourage authenticity.
Key Responsibilities
- Handle inbound calls from potential and existing customers, providing information, answering queries, and qualifying sales opportunities.
- Qualify leads by understanding the needs of each caller and identifying potential sales opportunities.
- Promote Xe's products and services, tailoring your message to meet the specific needs of each caller.
- Convert qualified leads into sales by guiding customers through the sales process, ensuring smooth transactions.
- Maintain accurate records of customer interactions, sales opportunities, and follow-up actions in Zendesk.
- Collaborate with the broader sales team to ensure seamless customer handoffs and support overall sales goals.
- Provide exceptional customer experiences in every engagement, ensuring customer satisfaction and loyalty.
Requirements
- Experience in a customer service or sales role (preferred but not required).
- Interest in financial services.
- Excellent communication skills, both spoken and written.
- High level of English proficiency (required).
- Learning mindset and willingness to continuously improve.
- Ability to adhere to processes and regulatory requirements.
- Numerate and able to analyze and react to individual/team performance data to optimize performance and revenue generation.
Salary and Benefits
Competitive salary: $35,000 - $45,000 per annum, depending on experience. Other benefits include 1 month of Aguinaldo (Christmas bonus), 15 days' vacation, life insurance, food vouchers, and work-life balance.
We strive to create an inclusive organization where everyone feels valued and respected. The position responsibilities outlined above are intended to define the general contents and requirements to perform this job.
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