Nezel

Virtual Assistant

Get to Know Me

Professional Summary

Results-driven Sales Development Representative and Appointment Setter with 8+ years of experience in lead generation, cold calling, and customer service across healthcare, insurance, student loans, and real estate. Skilled in building strong client relationships, qualifying prospects, and managing CRMs such as Salesforce, HubSpot, and GoHighLevel. I thrive in fast-paced environments, consistently meeting targets while delivering a positive and professional customer experience.
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Key Skills

Lead Generation & Prospecting Cold Calling & Outbound Sales Appointment Setting CRM Management (Salesforce, HubSpot, GoHighLevel) Sales Pipeline Management Rapport Building & Client Relationship Management Objection Handling & Persuasion Customer Service Excellence Medicare & Insurance Support Student Loan & Financial Assistance Support Real Estate Lead Qualification Calendar & Email Management Data Entry & Record Keeping Multitasking & Prioritization Problem Solving & Adaptability

Professional Experience

Sales Development Representative / Appointment Setter/Lead Gen Specialist – 08/2021 – Present (PT) Prospected and qualified leads for real estate clients, maintaining an organized CRM database. Scheduled appointments and effectively communicated product value to potential clients. Collaborated with the sales team to streamline conversions and follow-ups. Consistently met or exceeded weekly appointment and outreach targets. Insurance Specialist – Met PH 03/2022 – 10/2022 Guided clients through Medicare plan options and enrollment processes. Clarified benefits, coverage limitations, and answered complex client inquiries. Ensured compliance with regulatory requirements and company policies. Loans Specialist – Student Loans and Savings / NDER 03/2020 – 12/2021 Advised clients on loan options, repayment plans, and forgiveness programs. Supported loan applications, disbursements, and provided debt management counseling. Maintained accurate client records and followed up to ensure timely loan processing. Sales / Customer Service Representative – E-commerce BPO 2016 – 2020 Handled customer inquiries via phone, email, chat, and social media. Processed orders, resolved issues, and delivered product information efficiently. Ensured a high level of customer satisfaction through active listening and problem-solving.

Nezel

Get to Know Me

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

Professional Summary

Results-driven Sales Development Representative and Appointment Setter with 8+ years of experience in lead generation, cold calling, and customer service across healthcare, insurance, student loans, and real estate. Skilled in building strong client relationships, qualifying prospects, and managing CRMs such as Salesforce, HubSpot, and GoHighLevel. I thrive in fast-paced environments, consistently meeting targets while delivering a positive and professional customer experience.

Key Skills

Lead Generation & Prospecting Cold Calling & Outbound Sales Appointment Setting CRM Management (Salesforce, HubSpot, GoHighLevel) Sales Pipeline Management Rapport Building & Client Relationship Management Objection Handling & Persuasion Customer Service Excellence Medicare & Insurance Support Student Loan & Financial Assistance Support Real Estate Lead Qualification Calendar & Email Management Data Entry & Record Keeping Multitasking & Prioritization Problem Solving & Adaptability

Professional Experience

Sales Development Representative / Appointment Setter/Lead Gen Specialist – 08/2021 – Present (PT) Prospected and qualified leads for real estate clients, maintaining an organized CRM database. Scheduled appointments and effectively communicated product value to potential clients. Collaborated with the sales team to streamline conversions and follow-ups. Consistently met or exceeded weekly appointment and outreach targets. Insurance Specialist – Met PH 03/2022 – 10/2022 Guided clients through Medicare plan options and enrollment processes. Clarified benefits, coverage limitations, and answered complex client inquiries. Ensured compliance with regulatory requirements and company policies. Loans Specialist – Student Loans and Savings / NDER 03/2020 – 12/2021 Advised clients on loan options, repayment plans, and forgiveness programs. Supported loan applications, disbursements, and provided debt management counseling. Maintained accurate client records and followed up to ensure timely loan processing. Sales / Customer Service Representative – E-commerce BPO 2016 – 2020 Handled customer inquiries via phone, email, chat, and social media. Processed orders, resolved issues, and delivered product information efficiently. Ensured a high level of customer satisfaction through active listening and problem-solving.