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The Role of a Financial Services Sales Agent

aircall

If so, you’ve probably called a bank, credit card company, or loan provider at some point for help. That’s a financial services sales agent, a type of call center agent whose job it is to help customers make informed decisions when it comes to purchasing financial services. . The person you spoke to?

Sales 62
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Top 6 Convoso Alternatives and Competitors: Features and Pricing [Expert Analysis]

JustCall

Think bootstrapping startup or lean, mean sales machine – every penny counts. Key auto dialer features of JustCall: Lower abandonment call rate : Dial one contact at a time for personalized attention and reduced abandoned calls. Remember, affordability doesn’t have to mean sacrificing quality.

CRM 52