Sales & Service Representative
📋 Role Overview & Responsibilities
What does a sales and service representative do?
Support inbound calls from members and perform financial transactionsProactively identify and recommend the best products and services for members' needsMaintain knowledge of services such as insurance, investments, and mortgageProvide 5-star customer service to all members and create a lasting impressionMeet quarterly metrics and service objectives, along with meeting quarterly sales goals
In This Role, You'll Enjoy The Following Benefits
Traditional medical, dental, and vision coverage401K matching up to 5% per pay periodAccrue up to 17 days of Paid Time Off during your first year of employment11 paid federal holidaysSpecial employee pricing on lending products such as mortgage, auto, and personal loans
What skills and qualifications are needed in this role?
Minimum 1 year of previous experience in a fast-paced customer service role requiredMust have experience in a performance-based environment (i.e. individual sales goals and metrics)Ability to listen to member needs and suggest appropriate financial products tailored to their needsMust be comfortable meeting deadlines and working within a fast-paced environment while providing stellar customer servicePossess excellent listening skills with the ability to ask probing questions, overcome objections, and understand member concernsStrong critical thinking and decision-making skills
There will be additional incentives such as quarterly bonus payouts based off sales performance.
Hours of Operation: Monday-Friday 6:00am-6:30pm
Training Start Date: May 20th
About TEKsystems
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Frequently Asked Questions
How do I apply for the Sales & Service Representative position at TEKsystems? ▼
Click the “Apply for this Position” button on this page to submit your application directly to TEKsystems without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Rocklin, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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