Financial Services CSR: Sales & Customer Support

Purpose Financial Services, inc.; Florida; Hybrid; USD 32,000 - 42,000; Full time

Job summary

Purpose Financial/Advance America. seeks a Customer Service Representative to handle daily center operations, sales, and customer interactions in Saint Petersburg, FL. The CSR role emphasizes customer service, accuracy in cash handling, and compliance with regulations.

Candidates should have a high school diploma or equivalent, with preference for some college and documented sales or customer service experience. Ability to travel or work varied hours may be required.

Qualifications

• High School Diploma or equivalent required; some college preferred.
• Sales and/or customer service experience required, or equivalent.
• Ability to handle cash, use basic computer programs, and follow policies.

Responsibilities

• Sell financial products and services to customers and meet performance metrics.
• Build and maintain relationships with current and prospective customers, in person and by phone.
• Support marketing campaigns and assist in daily center operations.

Skills

Customer service

Sales

Communication

Education

High School Diploma or equivalent

Some college

Tools

Office software

Job description

Purpose Financial/Advance America. seeks a Customer Service Representative to handle daily center operations, sales, and customer interactions in Saint Petersburg, FL. The CSR role emphasizes customer service, accuracy in cash handling, and compliance with regulations.

Candidates should have a high school diploma or equivalent, with preference for some college and documented sales or customer service experience. Ability to travel or work varied hours may be required.