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Permanent Sales & Service Representative
Permanent Sales & Service Representative-March 2024
Rocklin
Mar 28, 2026
About Permanent Sales & Service Representative

What does a sales and service representative do?

Support inbound calls from members and perform financial transactions

Proactively identify and recommend the best products and services for members' needs

Maintain knowledge of services such as insurance, investments, and mortgage

Provide 5-star customer service to all members and create a lasting impression

Meet quarterly metrics and service objectives, along with meeting quarterly sales goals

In this role, you'll enjoy the following benefits:

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

Accrue up to 17 days of Paid Time Off during your first year of employment

11 paid federal holidays

Special employee pricing on lending products such as mortgage, auto, and personal loans

What skills and qualifications are needed in this role?

Minimum 1 year of previous experience in a fast-paced customer service role required

Must have experience in a performance-based environment (i.e. individual sales goals and metrics)

Ability to listen to member needs and suggest appropriate financial products tailored to their needs

Must be comfortable meeting deadlines and working within a fast-paced environment while providing stellar customer service

Possess excellent listening skills with the ability to ask probing questions, overcome objections, and understand member concerns

Strong critical thinking and decision-making skills

There will be additional incentives such as uncapped quarterly bonus payouts based off sales performance.

Hours of Operation: Monday-Friday 6:00am-6:30pm

Training Start Date: August

Benefits Perks Include:

Traditional medical, dental, and vision coverage

401K matching up to 5% per pay period

Accrue up to 17 days of Paid Time Off during your first year of employment

11 paid federal holidays

Special employee pricing on lending products such as mortgage, auto, and personal loans

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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