Expertise.com

• Lead a team of Outbound Sales agents • Deliver matching and scheduling services through outbound calls and messages • Engage agents in meaningful coaching sessions • Assess agent calls and provide calibration directions • Complete performance assessments with accuracy and actionable steps • Document coaching and assessments with clarity and timeliness • Initiate workplace changes to meet project expectations

• Make timely outbound calls to consumers / contact new leads as quickly as possible to maximize engagement and conversion opportunities. • Build trust and establish rapport during initial conversations. • Deliver a professional, consultative, and customer-focused experience. • Manage multiple outbound leads while maintaining quality and productivity standards. • Verify consumer contact information and service requirements. • Confirm consumer intent and interest in receiving assistance. • Complete all required Lead Qualification Questions (LQQs). • Identify qualifying and disqualifying criteria based on campaign and provider guidelines. • Gather accurate information to determine consumer eligibility and service provider fit. • Provide empathetic, professional, and solution-oriented service. • Handle objections and consumer concerns effectively. • Maintain compliance with campaign requirements and qualification standards. • Follow established scripts, workflows, and quality guidelines. • Ensure consistent handling of all lead types and inquiries.

• Proactively contacting consumers who have submitted service inquiries through online lead-generation channels. • Engaging prospects quickly after inquiry submission to verify their needs, assess eligibility, and connect them with appropriate service providers. • Managing multiple outbound leads while maintaining quality and productivity standards. • Completing all required Lead Qualification Questions (LQQs). • Identifying qualifying and disqualifying criteria based on campaign and provider guidelines. • Gathering accurate information to determine consumer eligibility and service provider fit. • Providing empathetic, professional, and solution-oriented service. • Following established scripts, workflows, and quality guidelines. • Ensuring consistent handling of all lead types and inquiries. • Success measured by speed-to-contact, qualification accuracy, successful provider transfers, customer satisfaction, and adherence to quality standards.

• Interpret, build upon, and comply with the company’s quality assurance standards. • Document quality assurance activities with internal reporting and audits. • Evaluate inbound and outbound agent interactions in compliance with organizational standards. • Facilitate targeted coaching sessions and provide training to team members. • Maintain precise audit and coaching logs, identifying "red flag" behaviors and non-compliant trends. • Facilitate and contribute to call calibration sessions. • Participate in leadership meetings to relay agent performance feedback and execute quality management strategies. • Identify bottlenecks, analyze performance data, and communicate actionable trends. • Execute additional strategic tasks assigned by the Call QA Team Lead to support evolving business needs.

• Drive sales by making outbound calls to assigned campaigns and leads. • Understand product offerings, sales processes, and engagement guidelines to effectively communicate value to prospective clients. • Engage leads in professional and persuasive phone conversations while maintaining a consultative approach. • Identify client needs, handle objections, and recommend appropriate products or solutions. • Adapt quickly to new campaigns, products, and sales strategies. • Maintain clear and detailed records of interactions in CRM and sales tracking tools. • Provide timely feedback and updates to stakeholders. • Adapt to process updates and changing campaign goals. • Track and meet performance metrics and work independently with minimal supervision.

• Drive sales by making outbound calls to assigned campaigns and leads. • Understand product offerings, sales processes, and engagement guidelines to effectively communicate value to prospective clients. • Engage leads in professional and persuasive phone conversations while maintaining a consultative approach. • Identify client needs, handle objections, and recommend appropriate products or solutions. • Adapt quickly to new campaigns, products, and sales strategies. • Maintain clear and detailed records of interactions in CRM and sales tracking tools. • Provide timely feedback and updates to stakeholders. • Maintain reliable equipment, tools, and connectivity.

• Make 80-100 calls a day to warm leads that completed their business registration through our company. • Conduct consultative conversations to understand client needs, challenges, and business goals. • Position financial and technical solutions such as business loans, payment processing, banking services, and website building to address client pain points. • Clearly explain complex financial and technical concepts in a simple, client-friendly way. • Build and maintain long-term relationships with clients to drive recurring revenue and loyalty. • Consistently meet or exceed individual and team sales targets. • Maintain accurate records in CRM systems and leverage sales tools to track progress and performance.