Outreach Representative

Auto Pay Plus  is a Company that helps everyday people improve their financial lives. Utilizing proprietary technology that simplifies and automates financial well‑being, Auto Pay Plus  has helped more than three hundred thousand people over the past twenty years.

We’re looking for a dynamic Call Center Outreach Representative to join our growing team! In this role, you’ll be the voice of Auto Pay Plus , connecting with members to provide exceptional service, offer financial solutions, and strengthen long‑term relationships. You’ll play a key role in outbound calling campaigns, inbound transfers, and appointment management while working in a supportive, collaborative, and growth‑oriented environment.

Duties and responsibilities of the position include but are not limited to the following:

• Member Engagement: Proactively conduct outbound calls, handle inbound transfers, and manage Calendly appointments to improve member satisfaction and engagement.
• Sales & Upselling: Recommend and upsell financial products (auto, mortgage, personal, student loans) that best fit members’ needs.
• Reenrollments: Reconnect with members who canceled due to refinance or early payoff, offering opportunities for continued services.
• Problem Solving: Identify customer needs, troubleshoot issues, and provide clear solutions or referrals.
• System Navigation: Efficiently use tools like Creatio CRM, Five9 dialer, Outlook, and internal systems for documentation, follow‑up, and campaign tracking.
• Compliance & Transparency: Clearly explain program details, fees, and policies while maintaining integrity and compliance.
• Campaign Execution: Execute outbound calling campaigns aligned with team goals and scripts, while meeting or exceeding performance targets.
• Collaboration: Partner with sister departments, share feedback, and participate in ongoing training and team initiatives.
• Professional Tone: Maintain a respectful, positive, and brand‑aligned approach in every member interaction.

The position generally requires an individual to have the following qualifications:

• 1–2 years of experience in a call center, outreach, or sales role
• Background in financial services, fintech, or compliance‑driven industries
• Familiarity with CRM tools such as Creatio and dialers like Five9
• High school diploma or equivalent

• Excellent verbal and written communication skills
• Strong customer service and time management abilities
• Persuasive sales skills with financial product awareness
• High attention to detail and ability to navigate multiple systems
• Empathy, emotional intelligence, and active listening skills
• Commitment to integrity, compliance, and transparency
• Results‑driven with adaptability in a fast‑paced call center environment
• Team‑oriented, proactive, and coachable

The work is performed in an office setting, with one weekend per month dedicated to remote support.

The position is not physically demanding.