Tony

Virtual Assistant

Get to Know Me

Professional Summary

Sales Development Representative with experience in outbound prospecting, lead generation, and appointment setting within financial services, real estate, and technology staffing. Skilled in managing high-volume call activity, qualifying prospects, and booking discovery meetings for sales leaders and account executives. Background includes loan application processing, credit review support, and CRM-based pipeline management. Experienced working with US and UK markets and adapting to international sales environments.

Key Skills Icon

Key Skills

  • Outbound cold calling and prospecting
  • Lead generation and qualification
  • Appointment and discovery call booking
  • CRM management using Salesforce and HubSpot
  • Financial application review and credit screening
  • Pipeline tracking and follow-ups
  • High-volume call handling
  • Remote sales operations
  • Professional Experience

    Approximately four years of experience in outbound sales and financial services support, with roles spanning loan processing, sales development, and staffing industry prospecting. Held responsibilities for cold calling, lead generation, discovery call scheduling, and pipeline development for US-based financial and real estate organizations, as well as IT staffing firms. Supported loan application processing, credit checks, and prospect qualification using CRM and decisioning tools. Currently working in financial advisory while seeking a long-term remote sales development role focused on outbound engagement, appointment setting, and revenue pipeline growth.

    Tony

    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, lead generation, and appointment setting within financial services, real estate, and technology staffing. Skilled in managing high-volume call activity, qualifying prospects, and booking discovery meetings for sales leaders and account executives. Background includes loan application processing, credit review support, and CRM-based pipeline management. Experienced working with US and UK markets and adapting to international sales environments.

    Key Skills

  • Outbound cold calling and prospecting
  • Lead generation and qualification
  • Appointment and discovery call booking
  • CRM management using Salesforce and HubSpot
  • Financial application review and credit screening
  • Pipeline tracking and follow-ups
  • High-volume call handling
  • Remote sales operations
  • Professional Experience

    Approximately four years of experience in outbound sales and financial services support, with roles spanning loan processing, sales development, and staffing industry prospecting. Held responsibilities for cold calling, lead generation, discovery call scheduling, and pipeline development for US-based financial and real estate organizations, as well as IT staffing firms. Supported loan application processing, credit checks, and prospect qualification using CRM and decisioning tools. Currently working in financial advisory while seeking a long-term remote sales development role focused on outbound engagement, appointment setting, and revenue pipeline growth.