Sales Specialist & Service Consultant
Holyoak Financial Group
Posted ago
Holyoak Financial Group

Holyoak Financial Group is currently seeking a Remote Sales Specialist and Service Consultant to join our team. As a Sales Specialist and Service Consultant, you will play a crucial role in providing exceptional sales support and customer service to clients.

If you have a passion for sales, exceptional customer service skills, and enjoy working remotely, we invite you to join our team as a Remote Sales Specialist and Service Consultant.


  • Engage with clients through various channels, such as phone calls, emails, and online chat, to understand their needs and provide product recommendations
  • Offer personalized solutions and assist clients in making informed purchasing decisions
  • Handle customer inquiries, resolve issues, and provide post-sales support
  • Collaborate with the sales team to ensure a seamless customer experience
  • Maintain accurate and up-to-date customer records in the CRM system


  • Previous experience in sales or customer service roles
  • Excellent communication and interpersonal skills
  • Strong problem-solving abilities and attention to detail
  • Proficiency in using CRM software and other relevant tools
  • Ability to work independently and meet sales targets

$98,500 - $114,000 yearly
About Holyoak Financial Group

At Holyoak Financial Group, we have a strong commitment to our customers, as well as our field force located across the USA. We firmly believe that by providing exceptional support and resources to our agents, they will be better equipped to take good care of their clients. We understand that our success is directly tied to the success and satisfaction of our customers.

In our daily operations, we strive to put our best foot forward by fostering a culture of innovation and integrity. We are dedicated to staying at the forefront of technological advancements within the financial industry, leveraging technology to deliver efficient and effective solutions to our clients. We believe that by embracing innovation, we can better serve our clients and meet their evolving needs.

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