Jan Efren

Virtual Assistant

Get to Know Me

Professional Summary

Results-driven Sales Development Representative with over 10 years of experience in B2B cold calling, lead qualification, appointment setting, and customer support. Proven ability to engage executive-level prospects across technology, healthcare, and legal industries, consistently generating qualified meetings and pipeline opportunities for U.S.-based clients. Skilled in CRM management, objection handling, and remote collaboration, with a strong track record of reliability, communication excellence, and performance in quota-driven environments.
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Key Skills

Sales & Business Development B2B Cold Calling Lead Qualification & Prospecting Appointment Setting Objection Handling Executive-Level Outreach Pipeline Generation Customer & Legal Support Legal Intake & Case Pre-Screening Customer Service (Voice, Email, Chat) Case & Client Coordination Confidential Data Handling Tools & Systems HubSpot Salesforce Pipedrive AI Power Dialers CRM & Data Management Core Competencies Strong Verbal & Written Communication Rapport Building Active Listening Script Adaptation Remote Work & Time Zone Management

Professional Experience

Sales Development Representative (Remote) March 2025 – February 10, 2026 Conducted high-volume outbound cold calling to U.S.-based prospects across technology, healthcare, AI, and sustainability sectors. Qualified leads and booked meetings with director- and VP-level decision-makers. Utilized AI-powered dialers, Apollo, and CRM systems (HubSpot, Salesforce, Pipedrive) to manage pipeline and track performance. Consistently met and exceeded daily conversation targets and weekly meeting quotas. Delivered personalized messaging and adapted scripts based on industry and buyer persona. Legal Intake Specialist / Appointment Setter (Remote) December 2024 – February 2025 Managed inbound and outbound intake calls for personal injury cases including auto accidents, malpractice, and wrongful death. Pre-qualified clients based on legal criteria and scheduled consultations for attorneys. Maintained accurate case notes and ensured confidentiality using legal CRM systems. Customer Service Representative – Convergys Philippines July 2010 – January 2011 Provided billing and technical support to U.S. telecom customers. Resolved technical issues and account concerns with a focus on first-call resolution and customer satisfaction. Market Research Interviewer – Western Wats Philippines Inc. May 2008 – July 2009 Conducted structured B2B and B2C interviews for U.S. and UK clients. Verified and qualified lead data to support client research and reporting. Marketing Consultant – Xlibris Publishing November 2011 – March 2012 Advised authors on marketing and publishing services. Closed service sales and exceeded monthly performance targets. Technical Support Specialist (Freelance) Provided remote and on-site hardware/software troubleshooting and system setup for various clients. Online ESL Instructor – 51Talk 2014 – 2019 Delivered structured English lessons to international students, maintaining high engagement and retention rates.

Jan Efren

Get to Know Me

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

Professional Summary

Results-driven Sales Development Representative with over 10 years of experience in B2B cold calling, lead qualification, appointment setting, and customer support. Proven ability to engage executive-level prospects across technology, healthcare, and legal industries, consistently generating qualified meetings and pipeline opportunities for U.S.-based clients. Skilled in CRM management, objection handling, and remote collaboration, with a strong track record of reliability, communication excellence, and performance in quota-driven environments.

Key Skills

Sales & Business Development B2B Cold Calling Lead Qualification & Prospecting Appointment Setting Objection Handling Executive-Level Outreach Pipeline Generation Customer & Legal Support Legal Intake & Case Pre-Screening Customer Service (Voice, Email, Chat) Case & Client Coordination Confidential Data Handling Tools & Systems HubSpot Salesforce Pipedrive AI Power Dialers CRM & Data Management Core Competencies Strong Verbal & Written Communication Rapport Building Active Listening Script Adaptation Remote Work & Time Zone Management

Professional Experience

Sales Development Representative (Remote) March 2025 – February 10, 2026 Conducted high-volume outbound cold calling to U.S.-based prospects across technology, healthcare, AI, and sustainability sectors. Qualified leads and booked meetings with director- and VP-level decision-makers. Utilized AI-powered dialers, Apollo, and CRM systems (HubSpot, Salesforce, Pipedrive) to manage pipeline and track performance. Consistently met and exceeded daily conversation targets and weekly meeting quotas. Delivered personalized messaging and adapted scripts based on industry and buyer persona. Legal Intake Specialist / Appointment Setter (Remote) December 2024 – February 2025 Managed inbound and outbound intake calls for personal injury cases including auto accidents, malpractice, and wrongful death. Pre-qualified clients based on legal criteria and scheduled consultations for attorneys. Maintained accurate case notes and ensured confidentiality using legal CRM systems. Customer Service Representative – Convergys Philippines July 2010 – January 2011 Provided billing and technical support to U.S. telecom customers. Resolved technical issues and account concerns with a focus on first-call resolution and customer satisfaction. Market Research Interviewer – Western Wats Philippines Inc. May 2008 – July 2009 Conducted structured B2B and B2C interviews for U.S. and UK clients. Verified and qualified lead data to support client research and reporting. Marketing Consultant – Xlibris Publishing November 2011 – March 2012 Advised authors on marketing and publishing services. Closed service sales and exceeded monthly performance targets. Technical Support Specialist (Freelance) Provided remote and on-site hardware/software troubleshooting and system setup for various clients. Online ESL Instructor – 51Talk 2014 – 2019 Delivered structured English lessons to international students, maintaining high engagement and retention rates.