This is my profileContact via CazVidJavier
Customer Service & Sales Specialist with 5+ years of experience in finance, retail, and real estate
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Competencies
Utilized cold calling techniques to generate leads and schedule appointments across multiple roles.
Provided assistance and resolved client inquiries in banking, retail, and virtual assistant positions.
Engaged potential clients via phone and chat to convert inquiries into sales and appointments.
Proficiently used CRM tools like Salesforce, Follow Up Boss, and GoHighLevel to manage leads and track interactions.
Education
Languages
Summary
Results-oriented customer service and sales professional experienced in finance, retail, and real estate sectors, skilled in lead generation, client engagement, and account management.
Key Achievements
- Set appointments and closed sales through cold calling and virtual consultations at The Brow Effect and Austin Homes
- Handled diverse customer service roles in banking, retail, and mortgage industries, demonstrating adaptability
- Managed email marketing sales funnels and lead outreach, increasing engagement and pipeline efficiency
Experience
Appointment setter
Cold calling to set appointments between potential refinancing clients and refinancing company for a temporary refinancing campaign
Telephone agent (various temp accounts)
Cold caller
Customer service agent
Live chat agent
Virtual Assistant
Cold called to set appointments with potential clients., Closed sales over the phone or over video call., Provided customer service to new and existing clients., Answered questions for potential clients., Managed email marketing sales funnels.
Virtual Assistant
Reached out to inbound website leads to ask what type of home they were looking for., Provided leads with listings based on their home requests and needs., Cold called list of real estate agencies to set appointment between them and our marketing team.