Researching potential leads and companies to understand their needs, pain points, and how product or service can provide value to them. Utilize tools like LinkedIn, company websites, and industry reports.
Practicing outreach strategy for the day. Determine the best channels to connect with prospects, whether it's through cold calling, emailing, social media, or a combination of these.
Stay updated on industry trends, competitor activities, and changes in product or service offerings.
Reaching out to prospects according to the plan. Craft personalized emails and scripts for phone calls to engage with potential leads effectively. Prepared to handle objections and answer questions about your product or service.
CONTRACTOR SALES ASSOCIATE COORDINATOR
Creative Circle
Minneapolis, MN
10.2023 - 02.2024
Generated new business leads through cold calls and developed sales opportunities
Managed a portfolio of sales lead accounts through salesforce and exceeding monthly sales quotas
Maintained accurate and up-to-date customer data in Salesforce CRM
Ensuring client satisfaction by resolving and responding to clients issues and requests
Maintaining flexibility and take on new responsibilities to meet the organization needs
Consistently prioritizing and organizing personal work to meet deadlines
Demonstrating analytical, problem-solving, and sound decision-making skills
Performing special projects as defined by manager and all other duties as assigned.
FINANCIAL ASSOCIATE COORDINATOR
Ameriprise Financial
Minneapolis, MN
01.2022 - 07.2023
Performed targeted outbound calling to prospect opportunities
Utilized CRM system to track customer interactions, analyze trends, and generate reports
Met and exceeded monthly sales targets
Used product knowledge to reach out to potential customers and educate on value propositions
Stayed up-to-date on changes in technology and industry developments related to our solutions offerings
Maintained accurate records in CRM of outcomes of calls, conversations and follow-up steps
Handled customer complaints and inquiries in a courteous and efficient manner
Provided exceptional customer service to ensure customer satisfaction
Developed strong customer relationships and loyalty through effective communication.
FINANCIAL CUSTOMER SERVICE ASSOCIATE II
Fidelity investments Financial
Denver, CO
02.2022 - 01.2023
Engaging with customers, via inbound calls, responding to their inquiries, and providing products and service level guidance
Processing Loans and Withdrawals within Work Investment Place Department
Help customers with account technical difficulties
Demonstrated strong communication skills while interacting with customers over the phone, via email, or in person
Displayed professionalism when dealing with difficult customers by remaining calm under pressure
Employed active listening techniques to understand customers' needs and provide appropriate solutions
Developed an extensive knowledge of company products, services, and policies to effectively answer customer questions.
CASE MANAGER
Mental Health Center of Denver
Denver, CO
02.2021 - 02.2022
Find resources for clients and coordinate clients doctors appointments
Help clients fill out DMV and social security benefits applications etc
Provide customers services to incoming and outgoing calls while developing relationships with hospitals, government resources, public housing etc
Cooperating with the medical team throughout the case management process
Record case information, complete all necessary forms, interacted with patients to keep track of their progress, and ensure satisfaction.
REAL ESTATE AGENT INTERN
Range Commercial Real Estate
05.2019 - 08.2019
Following up on leads, meeting, and guiding them on tours of available units
Assist with negotiations between buyers and sellers
Fulfill a range of marketing functions promoting the properties
Manage a portfolio of Commercial rental properties using CMR software to keep in track of invoices and bills.
CUSTOMER SERVICE REPRESENTATIVE
TIAA Insurance Company
Denver
04.2018 - 04.2019
Handle queries, address complaints, schedule meetings, interviews, and appointments
Receive packages, deliveries, letters, regularly check and sort emails
Maintain visitor's logbook and maintain a filing system of all required documents.