Client Engagement Specialist
1 week ago
At Gail Mirchandani Insurance Agency, LLC, our Client Engagement Specialists play a crucial role in connecting with potential clients to facilitate appointments for our sales representatives.
The primary responsibility of this position involves reaching out to prospective clients via phone, ensuring that they are scheduled for a follow-up meeting, either in person or through a virtual platform. If you possess a passion for communication and have an interest in the sales domain, this role may be a perfect fit for you.
What We Offer
Competitive Hourly Wage with Bonus Potential
Flexible Work Hours
Monday to Friday Work Schedule
Retirement Savings Plan
Key Responsibilities
1. Conduct outbound calls to engage potential customers.
2. Assess leads and arrange appointments for the sales team.
3. Follow up with leads to ensure satisfaction and address any inquiries.
4. Maintain detailed records of calls and appointments in our CRM system.
5. Communicate effectively with colleagues and management.
6. Achieve or surpass weekly and monthly appointment-setting targets.
7. Stay informed about our products and services.
8. Provide insights to enhance sales and marketing strategies.
Qualifications
1. Demonstrated experience in customer communication via phone.
2. Exceptional verbal, written, and interpersonal communication skills.
3. Strong listening abilities and attention to detail.
4. Professional phone manners.
5. A courteous and professional demeanor.
6. Persuasive and results-driven approach.
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