Alex Forester

• Acted as first point of contact and set appointments for prospective clients.
• Reduced appointment cancellations by consistently confirming dates and times with clients via phone calls and emails.
• Contributed to increased sales revenue by successfully securing meetings between potential clients and account executives.
• Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
• Scheduled and confirmed appointments and meetings for senior management team.
• Answered phone calls and answered questions from potential customers.
• Entered daily data in computer systems and documented office activities.

Set appointments using automatic dialer calling 700 calls day average. Had received high commissions plus salary.

• Acted as first point of contact and set appointments for prospective clients.
• Reduced appointment cancellations by consistently confirming dates and times with clients via phone calls and emails.
• Contributed to increased sales revenue by successfully securing meetings between potential clients and account executives.
• Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
• Scheduled and confirmed appointments and meetings for senior management team.
• Answered phone calls and answered questions from potential customers.
• Entered daily data in computer systems and documented office activities.

• Conducted thorough due diligence on potential investments, minimizing risk exposure for clients.
• Enhanced client retention rates by consistently delivering exceptional customer service and timely updates on account performance.
• Assisted in the development of marketing materials, attracting new clients and expanding business opportunities.
• Complied with all regulatory requirements and industry standards, maintaining a spotless professional reputation.
• Maximized returns on client investments with strategic asset allocation and diversification.