Sales and Client Services Representative

Build new business and lasting client relationships.

Insight Financial helps businesses recover unpaid accounts through professional collection and revenue recovery services. We serve restoration, construction, and other business service industries with a commitment to transparency, active communication, and exceptional client service.

We are looking for a motivated, personable, and organized Sales & Client Services Representative to work closely with leadership on sales campaigns, new client acquisition, and ongoing client account management.

This opportunity is ideal for someone who enjoys starting conversations, earning trust, and following through. You will help introduce businesses to our services, turn prospects into clients, and develop relationships that become lasting partnerships.

What You’ll Do

Generate new business

• Research prospective clients and support targeted sales campaigns.
• Make cold calls, send outreach emails, and follow up consistently.
• Understand prospective clients’ needs, explain our services, address objections, and close new business.
• Maintain an organized sales pipeline and work toward established sales activity and performance goals.

Manage and strengthen client relationships

• Guide new clients through onboarding, including agreements, documentation, and account submission procedures.
• Manage an assigned book of clients through regular communication and proactive follow-up.
• Learn each client’s needs and communication preferences to provide responsive, personalized service.
• Answer questions, provide accurate collection account updates, and prepare and send client account inventory and status reports.
• Identify opportunities to reactivate clients, encourage repeat account placements, and expand partnerships.

Support a coordinated client experience

• Work with our collections and administrative teams to address client requests and concerns.
• Take ownership of follow-up, keeping clients and coworkers informed until requests are resolved.
• Maintain accurate records of sales activity, client communications, and next steps.
• Assist with incoming calls and other related responsibilities as needed.

Qualifications and Qualities

• Previous sales experience, including outbound prospecting or cold calling; client account management experience is a plus.
• Confidence initiating conversations, handling objections, and asking for the business.
• Strong verbal and written communication skills with a professional, approachable manner.
• The ability to listen carefully, build trust, and set realistic expectations.
• Strong organization, attention to detail, and dependable follow-through.
• Initiative and accountability—you recognize what needs attention, take appropriate action, and keep others informed.
• The ability to balance sales activity with ongoing client responsibilities.
• Comfort working independently, collaborating with a small team, and supporting shared goals.
• Proficiency with Microsoft Office and a willingness to learn CRM and account-management software.
• Good judgment when handling confidential information and following company procedures.

Experience in collections, financial services, restoration, construction, or other business services is helpful but not required.

Why Join Insight Financial?

Our mission is to change the perception of collection agencies through exceptional service, transparency, and active communication.

In this role, you will have direct access to leadership, meaningful responsibility, and the opportunity to influence both business growth and the client experience. We value people who take pride in their work, communicate clearly, support their coworkers, and follow through.

If you enjoy opening doors and developing the relationships that follow, we would like to hear from you.

To apply: Submit your resume and a brief introduction describing your sales and client services experience and what interests you about joining Insight Financial.

Pay: $18.00 - $20.00 per hour

Expected hours: No less than 30.0 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person