Call Center Representative

• Provide call-handling services on an as-needed contract basis.
• Focus on outbound calling for HR recruitment and sales campaigns.
• Follow scripts, record and transcribe calls, and maintain detailed notes in EMS systems.
• Confirm and schedule interviews, meetings, or sales consultations.
• Operate exclusively within RingCentral for all call activity.

Call Center Specialist

Account Executive

• Engage with inbound and outbound leads to introduce financial service offerings and generate interest.
• Conduct client consultations to understand financial needs, eligibility, and service fit.
• Present solutions clearly and persuasively, ensuring transparency in costs, terms, and processes.
• Build trust and rapport with potential clients through consultative communication and professionalism.
• Guide clients through the agreement process to ensure a seamless and compliant close.
• Maintain consistent follow-up to maximize conversions and strengthen long-term client relationships.
• Collaborate with internal teams to ensure timely and accurate onboarding of new clients.
• Track all activities, leads, and client interactions accurately in CRM systems.
• Stay current on relevant financial regulations, service offerings, and market trends.
• Provide feedback to leadership on client concerns, objections, and areas for process improvement.

Financial Services Sales Consultant

Frontend Engineer

• Build and maintain efficient, reusable, and reliable code for both client-side and server-side components
• Create scalable back-end services and RESTful APIs using Laravel, PHP, and modern server-side frameworks such as Node.js
• Develop intuitive, responsive interfaces using JavaScript, React.js, HTML5, and CSS3
• Work with Python-based AI agentic/generative technologies and integrate modern automation workflows
• Design and maintain schemas in MySQL or PostgreSQL; utilize Eloquent ORM for efficient data access
• Write clean, testable, well-documented code; participate in peer code reviews
• Troubleshoot and resolve performance and functional issues
• Coordinate with designers and project managers to define requirements and deliver optimal solutions

Call Center Specialist

Financial Services Sales Consultant

Full Stack Web Developer