Appointment Setter

REDEFINED GROWTH MARKETING Appointment Setter / Sales June 2024 - Present Responsible for initiating contact with prospective clients to introduce and promote services, qualify leads, and set up appointments for the sales team. Using the GoHighLevel (GHL) platform, you effectively manage outreach campaigns and keep detailed notes to enhance lead tracking and follow-up. Key Responsibilities: 1. Lead Outreach and Engagement: Make outbound cold calls to potential clients, generating interest and identifying qualified leads. 2. Lead Qualification: Assess the needs and interests of potential clients, ensuring they align with services offered before advancing the lead. 3. Appointment Scheduling: Set up and confirm appointments for the sales team, utilizing GHL to streamline scheduling and manage bookings. 4. CRM Management: Update the GoHighLevel platform with real-time call notes, tracking engagement levels, and follow-up actions. 5. Follow-up Coordination: Execute timely follow-ups to nurture leads and maintain a high conversion rate. 6. Performance Metrics Tracking: Meet daily, weekly, or monthly targets, reporting on performance metrics for management insights.

CONCENTRIX Retention / Customer Sales Rep November 2020 – August 2021 Job Summary Engage with existing customers who are considering canceling their subscriptions. The primary focus of this role is to retain customers by addressing their concerns, offering solutions, and providing exceptional service. The ideal candidate will have strong communication skills, empathy, and a persuasive attitude to effectively persuade customers to maintain their subscriptions. Key Responsibilities • Customer Engagement o Initiate outbound calls to existing SiriusXM customers who are considering canceling their subscriptions. o Engage with customers in a friendly and professional manner to understand their reasons for cancelation. • Retention Strategies: o Utilize retention scripts and strategies to persuade customers to keep their subscriptions. o Identify and address customer concerns, objections, and complaints effectively. • Offer Solutions: o Present relevant offers, discounts, and incentives to encourage customers to maintain their subscriptions. o Customize solutions based on customer needs and preferences.

FOUNDEVER Collector (Ally Financial) July 2023 – May 2024 Job Summary Responsible for managing incoming calls from customers with overdue accounts. The role involves negotiating payment arrangements, providing exceptional customer service, and ensuring compliance with relevant regulations. The ideal candidate will possess strong communication skills, empathy, and the ability to handle difficult conversations professionally. Key Responsibilities: • Handle Incoming Calls: o Receive and manage inbound calls from customers regarding overdue accounts. o Provide accurate and timely responses to customer inquiries. • Account Management: o Review account information and payment history to understand the customer’s situation. o Negotiate payment arrangements, settlements, and payment plans within company guidelines. • Customer Service: o Offer a high level of customer service by empathizing with customers' situations. o Educate customers on the consequences of non-payment and available options for resolving their debt. • Compliance and Documentation: o Ensure all collection activities comply with federal and state regulations o Maintain detailed and accurate records of all communications and agreements. o Follow company policies and procedures strictly.

TELETECH Kaiser Permanente (Pre-sales) September 2019 - December 2019 Job Summary Responsible for supporting the sales process by providing pre-sales assistance and information to potential customers. This role involves understanding Kaiser Permanente's products and services, addressing customer inquiries, and assisting with the preparation of sales proposals and presentations. The ideal candidate will have strong communication skills, product knowledge, and the ability to collaborate effectively with sales teams. Key Responsibilities • Product Knowledge: o Develop a thorough understanding of Kaiser Permanente's healthcare products, services, and offerings. o Stay updated on industry trends, market conditions, and competitor information. • Customer Engagement: o Interact with potential customers via phone, email, or chat to address inquiries and provide information about Kaiser Permanente's products and services. o Listen to customer needs and concerns to identify opportunities for the sales team. • Lead Qualification: o Qualify leads based on established criteria and determine their readiness for the sales process. o Document lead information accurately in CRM systems or databases. • Relationship Building: o Build rapport with potential customers and establish trust by providing accurate and helpful information. o Collaborate with sales teams to develop strategies for nurturing leads and closing sales.

NETFLY TRADING OPC Script Writer / Team Manager September 2021 – January 2022 Job Summary Responsible for creating compelling and concise scripts tailored for various social media platforms. My role involves understanding the unique characteristics of each platform, such as TikTok, Instagram, YouTube, etc., and crafting engaging narratives that resonate with the target audience. The ideal candidate will have a strong understanding of digital marketing trends, excellent storytelling skills, and the ability to adapt content for different social media channels. Key Responsibilities • Script Development: o Write scripts for short-form videos, advertisements, and promotional content optimized for social media platforms. o Ensure scripts are concise, attention-grabbing, and aligned with brand messaging and campaign objectives. • Platform-Specific Content: o Tailor scripts to suit the format, tone, and audience preferences of each social media platform (e.g., TikTok, Instagram Stories, YouTube Shorts). o Stay updated on platform algorithms, trends, and best practices to maximize engagement.