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Customer Service Representative

Hall Financial Services Boston, MA
  • Expired: 4 days ago. Applications are no longer accepted.

Customer Service

Are you looking for a new opportunity to maximize your skills and help others? Working directly with our client's company might just be your answer! We have an exciting opportunity for a Customer Service & Sales Assistant on behalf of our client in Boston!

Our client`s firm provides excellent service to clients by assisting them with their benefits and financial service needs. The Customer Service & Sales Assistant position is for true sales and client-oriented individuals. As a Customer Service & Sales Assistant, you will have the opportunity to work as a member of a team of professionals focused on providing benefits and financial products to help clients protect their homes, cars, lives and retirement incomes. Agency staff members perform a fundamental role in servicing clients, supporting agents and building strong relationships with the community.

Opportunities and Compensation

  • We only promote from within - advancement opportunities are based on your individual performance, not seniority!
  • Proven leadership and mentoring program.
  • Leaders can move from representatives to regional managers
  • Community Involvement in local charities
  • Annual company trips

Customer Service & Sales Assistant Job Requirements

  • Prospecting and generating new business through calling leads & referrals to setup in-home consultations. No cold calling.
  • Attending scheduled consultations, providing excellent client service and closing sales of featured policies.
  • Generating quotes, conducting policy reviews, & updating policies
  • Processing payments & reporting claims
  • Providing excellent client service and relationship building

Requirements of the Customer Service & Sales Assistant:

  • Excellent Communication/interpersonal skills
  • Confident, self-starter who works well independently
  • Must have ability to multi-task
  • Good organizational skills

Required education:

  • High school or equivalent


Hall Financial Services


Boston, MA