-Set up appointments for HVAC consultations and Performance Tune Ups.
-Cold approached customers in-store in order to speak with them about HVAC upgrades
-Set up on average 3 HVAC consultations and 5 Performance Tune Ups per day exceeding quota by 300% and 250% respectively.
-Managed Pipeline in Company CRM System
- Sold tickets for Conferences for C-Level Executives
-Reached out via cold calling, e-mailing, and social networking
-Sold 3-5 tickets per week which exceeded goals by 250%
-Managed Sales Pipeline in Salesforce
-Average 100 phone calls and 100 emails per day
-Handled warm Inbound and Outbound calls for commercial insurance
-Qualified clients based on insurance carriers requirements
-Assisted customer in selecting insurance policies and asking preliminary underwriting questions
-Assisted Account Executive in quoting policies
-Achieved transfer rate goal of 33%