Customer Service / Sales Representative - Hybrid

Genesis10 • Tempe, AZ

4d • Hybrid

About The Position

Genesis10 is seeking a Customer Service / Sales Representative for a contract position with a Global Financial Institution. This role focuses on supporting customer service initiatives with an emphasis on sales experience. The ideal candidate will be a polished, professional individual responsible for managing a customer pipeline, performing outbound calls to confirm business needs, routing leads to sales consultants, and maintaining detailed documentation. This position requires working onsite three days a week (Tuesday-Thursday), with the first month requiring full-time onsite presence for training.

Requirements

• 6+ months of Customer Service, Financial Services, or Contact Center experience
• Background in sales and customer service with strong communication skills
• Proven job history with a track record of stability
• Experience managing a customer pipeline, including high-volume follow-up calls
• Ability to perform detailed documentation and CRM updates
• Strong organization and multitasking skills

Nice To Haves

• Bilingual in Spanish

Responsibilities

• Attempt to contact customers to confirm business needs and route confirmed leads to dedicated sales consultants
• Maintain impeccable pipeline management including tracking contact attempts and scheduling calls
• Provide succinct and detailed notetaking in referrals
• Manage callbacks after speaking with clients and follow up on documentation/signings
• Work with contract validation and underwriting teams
• Examine the number of referrals that can be successfully worked to gauge workload balance
• Gather and record feedback from pilot agents and clients to determine process effectiveness

Benefits

• Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
• The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
• Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
• Behavioral Health Platform
• Medical, Dental, Vision
• Health Savings Account
• Voluntary Hospital Indemnity (Critical Illness & Accident)
• Voluntary Term Life Insurance
• 401K
• Sick Pay (for applicable states/municipalities)
• Commuter Benefits (Dallas, NYC, SF, and Illinois)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed