Job Description
Client Service Representative (English & Korean)
Position Type: Full-Time, Remote
Working Hours: U.S. Business Hours
About the Role
We are hiring a highly motivated and bilingual Sales & Client Service Representative to support prospective clients seeking debt settlement and debt consolidation solutions.
This is a client-facing role that combines inbound sales, lead follow-up, and customer service. You will be speaking with individuals who have already expressed interest in learning more about debt relief options, helping them understand available solutions, and guiding them through the next steps.
The ideal candidate is a strong communicator who can build trust quickly, handle sensitive financial conversations professionally, and confidently communicate in both English and Korean.
If you enjoy helping people, thrive in a fast-paced environment, and have experience in sales or financial services, this could be an excellent opportunity to grow your career.
Responsibilities
Inbound Sales & Lead Management
- Answer inbound calls from prospective clients interested in debt settlement and debt consolidation services.
- Educate potential clients on available programs and services.
- Respond to inquiries professionally and accurately while building trust and credibility.
- Follow up with leads generated through various marketing channels.
- Conduct outbound follow-up and prospecting calls when required.
- Guide prospective clients through the qualification process and next steps.
Client Relationship Management
- Build strong relationships with prospective and existing clients.
- Understand each client’s financial situation and identify appropriate solutions.
- Provide exceptional customer service throughout the client journey.
- Address client concerns with empathy, professionalism, and confidence.
- Maintain consistent communication and follow-up to ensure a positive client experience.
CRM & Documentation
- Maintain accurate records of all client interactions and activities within the CRM system.
- Document conversations, follow-up tasks, and client information thoroughly.
- Ensure data accuracy and compliance with internal processes.
- Track pipeline activities and update records in a timely manner.
Team Collaboration & Continuous Learning
- Work closely with sales and customer service teams to achieve performance goals.
- Stay informed on industry trends, regulations, and company offerings.
- Participate in ongoing training and coaching initiatives.
- Contribute to process improvements that enhance the client experience.
What Makes You a Strong Fit
- You are fluent in both English and Korean and can communicate professionally in both languages.
- You enjoy speaking with people and building relationships.
- You are comfortable discussing sensitive financial situations with empathy and professionalism.
- You are proactive, organized, and highly responsive.
- You thrive in a target-driven environment and enjoy helping clients find solutions.
- You can balance sales objectives with exceptional customer service.
Required Experience & Skills
Must-Have
- Fluent or native-level English and Korean communication skills (written and verbal).
- Proven experience in sales, customer service, client support, or a related customer-facing role.
- Strong interpersonal and relationship-building skills.
- Experience handling inbound and outbound phone conversations.
- Excellent organizational and time-management abilities.
- Experience using CRM systems and maintaining accurate records.
- Ability to work independently in a remote environment.
- Professional, calm, and composed approach when handling sensitive client situations.
Nice-to-Have
- Experience within debt settlement, debt consolidation, financial services, banking, lending, or related industries.
- Background in consultative sales or lead conversion roles.
- Experience working with U.S. or Canadian customers.
- Familiarity with compliance-focused customer interactions.
- Previous experience in a call center or high-volume sales environment.
What Does a Typical Day Look Like?
You begin your day by reviewing new leads and responding to inbound inquiries from prospective clients. Throughout the day, you speak with individuals seeking debt relief solutions, answer questions, explain available programs, and guide them through the qualification process.
You follow up with existing leads, document all interactions within the CRM, and coordinate with internal teams to ensure a seamless client experience. As new inquiries arrive, you prioritize responsiveness while maintaining a high level of professionalism and empathy.
By the end of the day, you have helped multiple clients better understand their options while ensuring all records and follow-up activities are accurately maintained.
Key Performance Indicators (KPIs)
- Lead response time and follow-up consistency.
- Conversion rate from inquiry to qualified opportunity.
- Client satisfaction and service quality.
- CRM accuracy and documentation completeness.
- Call activity and follow-up completion.
- Achievement of individual and team sales goals.
What We Offer
- Competitive base salary plus performance-based incentives.
- Comprehensive onboarding and training program.
- Ongoing coaching and professional development.
- Remote work flexibility.
- Supportive and collaborative team environment.
- Opportunities for career growth and advancement.
Interview Process
- Initial Recruiter Screening
- Client Interview
- Final Selection & Offer
