Call Center Sales Job Description
Call Center Sales Duties & Responsibilities
To write an effective call center sales job description, begin by listing detailed duties, responsibilities and expectations. We have included call center sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Call Center Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Call Center Sales
List any licenses or certifications required by the position: PMP, BDC
Education for Call Center Sales
Typically a job would require a certain level of education.
Employers hiring for the call center sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in General Education, Education, Business, Management, Marketing, Business/Administration, Associates, Computer, Communication, Finance
Skills for Call Center Sales
Desired skills for call center sales include:
Desired experience for call center sales includes:
Call Center Sales Examples
Call Center Sales Job Description
- Prior experience with sales center systems
- Tracks and reports contact center performance against objectives and goals
- Assists team members of the Sales Call Center with quoting and application processes
- Coaches best practices for answering phones and coaches/demonstrates GUEST process
- Monitors team follow-up up on open quotes, demonstrates urgency to close quotes
- Must be able to manage workforce through Client Contact Center and Ignite
- Assist team members in adhering to daily schedules, following up on sales leads, and completing reminder/lapse calls
- Must be able to have open dialogue with the sales call center leadership team with challenges and opportunities with customers and team members
- Ensure that new hires have appropriate training and resources to perform their daily duties
- Audit reminder and lapse calls performed by the sales call center team
- Must have open availability to work
- Minimum 2-5 years of mortgage operations experience
- Reviewing customers’ personal accounts to determine what banking products might be appropriate for customers
- Recommending specific banking products to customers, based on customers' needs and interests
- A proven track record of success in managing, training, and motivating people to excel
- Results oriented with a proven ability to exceed sales, customer satisfaction and productivity targets
Call Center Sales Job Description
- Focuses on retention and building/deepening relationships which include account reconciliation and analysis of client accounts and transactions to detect potential fraud situations and identify fraud trends and patterns
- Maintains extensive knowledge of current bank policies, procedures, federal laws and regulations maintains strong knowledge of all new products, programs and sales promotions
- Manage inbound emails and phone inquiries from customers regarding their policies
- Handle all calls promptly and effectively to minimize customer wait times
- Make outbound calls to current and prospective customers
- Prepare and maintain reports as needed
- 25% Using knowledge of customer's line of business to anticipate their needs
- 25% Developing one-on-one relationships with all customers
- 25% Ability to organize, understand and develop techniques for managing large National and local projects as it relates to specific customer request
- 25% Creating customer quotes and processes fax, phone and email orders quickly and accurately
- No active disciplinary action for the past 90 days
- Ability to learn and work effectively with Mission, Webview, Verint
- Once hired perm you are eligible for commission
- Must be a detail-oriented, self-motivated team player
- Strong interpersonal skills, with the ability to interact effectively at various employee levels from direct
- At least 1 year of experience in customer service and sales
Call Center Sales Job Description
- Supervises employees during training
- Performs all administrative duties associated with conducting training
- Exhibits a commitment to Continuous Learning
- Supports and develops CRR’s by providing and delivering a Best-In-Class level of coaching in areas of call center performance, use of technology, and continuous development of RIGHT model techniques
- Foster an environment that encourages CRR’s to exceed customers' expectations
- Assumes responsibility for creating and maintaining individual consultant development plans and routinely conducts performance reviews with each team member
- Collaborates with training group and Call Center Operations Management in monitoring consultant skill levels, team schedule adherence, attendance, and compliance with Center performance measures and metrics
- Assists consultants with problem resolution and trouble shooting to resolve customer issues
- Answers technical and procedural questions
- Addresses escalated calls and transactions from consultants by providing resolution
- This position is a full-time 40 hour work week
- One year experience working in customer service with varied duties helpful
- If you've worked in a Call center before, that's a big plus!
- Requires computer Knowledge and typing skills
- Sales mindset desired
- Responsible for CMS compliance and has high visibility with CMS regulators
Call Center Sales Job Description
- Lead, manage, plan, organize, direct, and control the operations of the Sales and Service Contact Centers, responsible for customer care, advanced product lead management, support, billing and order entry for the site
- Lead process improvement through new and revised programs to drive revenue, reduce churn, reduce expense and improve the residential customer experience
- Develop strategies and tactics to ensure Centers reach objectives
- Develop contact center/customer care policies and procedures that maximize productivity and profitability
- Establish and ensure attainment of goals for customer satisfaction ratings, contact center staff productivity, revenue and retention, order accuracy, and SLAs
- Drive revenue by acquiring new customers
- Sell company products and services to customers who call into the branch/center by gathering information about their needs, assisting with technical information about company
- Clarify customer’s understanding of products and services by explaining product and service features
- Make outbound calls to small and medium-sized businesses – (40-50 Calls Daily)
- Set and run online product demonstrations, explanations and pricing review
- Trains, directs and supervises inside sales Manager plus staff of inside sales Supervisors, Leads, and Representatives focused on growing Medicare and Insurance Market Place enrollment
- Ensures the unit conducts outbound calls to prospective Medicare beneficiaries and responds to inbound calls
- Responsible for department performance evaluated on conversion of calls to appointments and compliance with CMS requirements
- Oversees the implementation of telephonic enrollment capabilities for Medicare and telephonic and web based enrollment opportunities associated with the Insurance Market Place
- Coordinates with Sales Directors and State Plan personnel on the COB process to develop leads on eligible Medicare enrollees, conduct outbound calls, and book appointments
- Maintains scope of appointment recordings and regularly monitors CMS compliance
Call Center Sales Job Description
- Supervises call volume activities to ensure maximum efficiency
- Maintains contact with client and other departments as a customer service liaison and troubleshooter to resolve complex customer service problems
- Develops reports used in monitoring compliance with policies and procedures
- Prepares ad hoc analysis to determine customer service performance
- Takes an active role in projects intended to improve delivery of customer service, company procedures
- Evaluates and trains current and new ISRs on customer service skills and problem solving with patients and HCPs
- Ability to train and assist new ISRs in program, equipment and system use (Salesforce.com, Telecommunications system )
- Leads ISRs in participation of necessary certifications, such as compliance, HIPPA, Safe Harbor
- Actively participates in the interview and hiring process for new ISRs
- Responsible to assure that SLAs are maintained per contract
- Develops inside sales incentive plans, in consultation with the AVP Medicare sales
- Oversee and develop training modules that focus on Product Knowledge and Ethics and CMS Compliance
- Ensure that all members of the department remain current on new marketing regulations
- Provide council to the Sales Leadership team potential modifications to current training material, testing procedures and guidelines, and collaborate with them on strategic planning for future efforts
- Should in key situations serve as the Sales Leadership Team's liaison between other departments
- Ensure that training timelines are established and met for internal and external sales channels each year