CSR |Cold Caller | Appointment Setter |Follow Up Manager

Overview

Looking for full-time work (8 hours/day)

at $6.30/hour ($1,108.80/month)

Bachelors degree

Last Active

February 17th, 2025 (3 days ago)

Member Since

January 28th, 2021

Profile Description

I was a Customer Service Representative from a BPO company for almost 9 years and Appointment Setter/Follow Up Manager for 3 years. I handled different types of products and services such as;
- Insurance/Investment products
- Fixed Phone Line/Fibre Internet
- Financial Products/Services.
- B2B Lead Generation
- Real Estate

My expertise includes;
- Product knowledge
- Cold Calling
- Inbound/Outbound Calls
- Chat/Email Support
- Appointment Setting
- Answer general queries, resolving issues and billing concerns.

Knowledge in;
- CRM
- MS Word
- MS Excel
- MS Outlook
- Citrix Podio
- Calltools
- Google Sheets
- MaxContact
- Zillow
- smrtPhone
- Slack
- Zoom
- IQDial
- Dealmachine
- Vulcan7
- FUB (Follow Up Boss)
- Apollo Dialer

I am skilled in answering phone calls, cold calling, emails, and live chats. I am flexible since change is constant in the call center industry. I take pride in my work and aim to earn my employer's and client's trust.

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---------------------------------------------------------------------------------------------------------------------------EMPLOYMENT HISTORY 

Cold Caller/Appointment Setter -  WFH Freelance
Nathan Mai (Real Estate Broker) - Mohr Partners
July 2024 - PRESENT

Responsible for cold calling prospect sellers of industrial warehouse/properties, using proper tools, scripts and rebuttals to identify motivated sellers. Schedule an appointment and callback who are qualfied as a hot lead to the acquisition team.

Inside Sales Agent - WFH Freelance
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Feb 2024 - May 2024

Responsible for generating and qualifying leads as well as conducting cold calls. Identify motivated sellers and schedule appointments.

Lead Manager - WFH (Direct Hire From Upwork) Freelance
DMG Homes LLC (Diane Mercer) 
May 2023 - November 2023 

Manage, nurture, and follow up with potential real estate leads.
Act as the first point of contact for potential sellers, providing professional and personable service.
Conduct needs assessments with potential sellers to understand their property desires and requirements.
Manage CRM and ensure all client information is updated and accurate. 


Cold Caller/Appointment Setter – WFH (Direct hire from Upwork) Freelance
PIPELINE PIONEERS 
May, 2023 – June 2023 

Cold calling into the UK and some US markets to reach out to HR professionals and schedule appointments. Following up on leads and emails to set up appointments. Accurately recording all call and appointment details in a shared sheet. Achieving weekly and monthly appointment targets.


Follow Up Manager - WFH | Imperial Estates
February 2022 - November 2022

Identifying motivated sellers and build rapport with sellers. Maintaining american accent on script and rebuttals. Follow the process, handle seller objections, strategize this role to set up closers to success. Transfer warm leads to acquisition. Produce expected pass offs a day, report to acquisition lead on a daily/weekly basis. Maintain CRM.


Appointment Setter - WFH (Freelance) | National Homebuyers (CRISTIAN FERNANDEZ)
September 2021 - February 2022

Responsible to do as many outbound phone calls each day to generate potential good leads and convert it to opportunities. Build rapport with sellers, listen, solve problems and overcome objections. Manage leads, conversation notes, and stay organized using CRM. Accurately qualify potential sellers and schedule appointments for our manager.


Appointment Setter - WFH (Freelance) | HOLLINGWORTH ASSOCIATES
June 2021 - August 2021

Responsible for producing b2b lead generation, call every business that does research and development. Identify whether each business has developed a new product, innovative technology or service. Schedule an appointment that may qualify for the R&D tax claim.


Backroom Support – BPI Philam | PHILAM CALL CENTER SERVICES INC.
November 2018 - October 2019

Tasked to answer email inquiries such as online registration, claims, insurance policy status, account value, policy contract delivery, premium payment and cancellation/reinstatement of the policy.


Customer Service Representative | Orchid Cybertech Services, Inc. - TPG TELECOM
February 2016 - February 2018

Answer general inquiries for Fibre, NBN and ADSL2+, handle customer complaints such as internet connection and billing issues, treat customers with kindness, honesty and respect to retain their business.
 

Telephone Banker | JPMORGAN CHASE & CO (Global Service Center)
December 2009 - March 2013

Handle inquiries and concerns in order to eliminate the need for clients to travel to the bank, responsible for servicing clients over the phone on various products and services offered such as personal checking/savings account and atm/debit cards. Ensure that each customer receives accurate information and understands what is happening with their account.


Customer Service Representative | West Contact Service Inc
October 2005 - May 2008

Answer general inquiries for different types of credit card, process clients card application over the phone, discuss basic terms and conditions, enter the clients basic information to the system such as complete name, address and social security number, advise customer the time frame of credit check and application process.