James

Virtual Assistant

Get to Know Me

Professional Summary

Sales Development Representative with experience in outbound prospecting, appointment setting, and customer engagement across insurance, real estate, solar, retail, travel, and telecommunications campaigns. Skilled in cold calling, lead qualification, customer retention, and sales support while managing high-volume inbound and outbound communications. Experienced in CRM-based workflows, scheduling appointments, and supporting clients throughout the sales process. Strong background in team leadership, coaching, and operational support within fast-paced BPO environments.

Key Skills Icon

Key Skills

  • Cold calling and telemarketing
  • Lead generation and qualification
  • Appointment setting and follow-up
  • Customer retention and account management
  • Inbound and outbound customer support
  • CRM and sales platform management (Convoso, Ringy, Vici, RingCentral)
  • Team coaching and performance support
  • Billing assistance and technical troubleshooting
  • Professional Experience

    Experience in sales development, customer service, and leadership roles supporting telecommunications, retail, travel, insurance, real estate, and solar campaigns. Has managed inbound and outbound customer interactions, qualified leads, scheduled appointments, and assisted customers with product inquiries, billing concerns, and policy information. Responsibilities have included supporting auto and home insurance, healthcare, life insurance, and real estate accounts while maintaining accurate records and delivering high-quality customer service. Also served as a Subject Matter Expert and Supervisor, providing coaching, resolving escalated issues, monitoring team performance, and supporting operational excellence.

    James

    Get to Know Me

    Watch a brief introduction that highlights my professional background and areas of expertise.

    Professional Summary

    Sales Development Representative with experience in outbound prospecting, appointment setting, and customer engagement across insurance, real estate, solar, retail, travel, and telecommunications campaigns. Skilled in cold calling, lead qualification, customer retention, and sales support while managing high-volume inbound and outbound communications. Experienced in CRM-based workflows, scheduling appointments, and supporting clients throughout the sales process. Strong background in team leadership, coaching, and operational support within fast-paced BPO environments.

    Key Skills

  • Cold calling and telemarketing
  • Lead generation and qualification
  • Appointment setting and follow-up
  • Customer retention and account management
  • Inbound and outbound customer support
  • CRM and sales platform management (Convoso, Ringy, Vici, RingCentral)
  • Team coaching and performance support
  • Billing assistance and technical troubleshooting
  • Professional Experience

    Experience in sales development, customer service, and leadership roles supporting telecommunications, retail, travel, insurance, real estate, and solar campaigns. Has managed inbound and outbound customer interactions, qualified leads, scheduled appointments, and assisted customers with product inquiries, billing concerns, and policy information. Responsibilities have included supporting auto and home insurance, healthcare, life insurance, and real estate accounts while maintaining accurate records and delivering high-quality customer service. Also served as a Subject Matter Expert and Supervisor, providing coaching, resolving escalated issues, monitoring team performance, and supporting operational excellence.

    Pattern of evenly spaced small blue dots forming a triangular shape on a transparent background.Pattern of evenly spaced small blue dots forming a triangular shape on a transparent background.

    Highly Engaging Lead Generation and Support.

    Outsourced lead generation, virtual assistants, and marketing support that scale with your business.

    Book Discovery Call

    Lead generation built for growth.

    We help businesses attract qualified leads, improve outreach, and turn marketing efforts into consistent sales opportunities through smart, scalable systems.

    © Copyright 2011 - 2026 | Provizion Marketing Services t/a LeadMaker | All Rights Reserved