Twoconnect

Sales Customer Service Representative (Insurance or Bank Exp) - WFH / Dayshift

Philippines remote Mid Salary not listed
remote Mid level Technology & IT Curated
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About the role

The Sales Customer Service Representative is responsible for up-selling and cross-selling the company’s products and services to existing customers via telephone. This role involves both inbound and outbound calls, utilizing established systems and processes to achieve sales targets while maintaining excellent customer service.

Up-sell and cross-sell products and services to existing customers through inbound and outbound telephone calls.
Leverage the company’s systems and tools to meet sales targets within established service times.
Follow up on leads generated on the website. • Identify sales opportunities from existing client quotes within 4–6-week campaigns.
Maintain accurate and detailed records of sales activities and customer interactions.
Inform management of potential areas for growth in product, service, and education sales.
Answer customer claims queries.
Requirements
Proven experience in a Customer Service/ Sales environment.
Demonstrated ability to identify and meet customer needs through effective sales techniques.
Excellent oral and written communication skills to interact with customers and internal teams effectively.
Proficient in using computer systems and software to record sales activities and access customer information.
Strong interpersonal and teamwork skills to collaborate with colleagues and maintain positive customer relationships.
Ability to learn new information (product and company knowledge).

Note: The official job title of the role is Retention Customer Service Officer.
Benefits
Why Join Twoconnect?

We offer more than just a job — we offer a supportive and rewarding career experience. Here’s what you can expect from this opportunity: 
Permanent work from home
Monday–Friday: 6:00 AM - 3:00 PM PHT (adjustments will be made for daylight saving time)
HMO with 2 free dependents and medical reimbursements
Government-mandated benefits
Opportunities to work with leading companies in Australia and beyond
Training programmes for career development
Engaging company outings, team activities and wellness sessions
Supportive, inclusive culture
Dedicated managers focused on your growth and success

Twoconnect connects highly skilled Filipino professionals with established companies in Australia, New Zealand, the United States, the United Kingdom and Europe, providing direct access to global careers and long-term opportunities. We offer competitive pay and benefits, additional entitlements and structured career development programs that make employment both financially rewarding and professionally sustainable. Our industry-leading retention rate demonstrates our commitment to a people-first culture that prioritizes stability, growth and genuine care for every employee.

Twoconnect is an equal opportunity employer. We value cultural diversity and foster an inclusive workplace where every employee is respected and supported as part of a growing global team.

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT Customer Service Sales Customer Service Representative Mid level

Likely questions

  1. Tell us about work you have done that is close to the Sales Customer Service Representative (Insurance or Bank Exp) - WFH / Dayshift role.
  2. How would you approach your first 30 days at Twoconnect?
  3. Which of Customer Service, Sales and Customer have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with Customer Service, Sales and Customer.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Sales Customer Service Representative (Insurance or Bank Exp) - WFH / Dayshift role because I can bring practical experience in Customer Service, Sales and Customer, learn the team quickly, and contribute to the outcomes Twoconnect needs from this hire.

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