• Utilize an automatic dialer system to contact warm leads and older inquiries. • Engage prospects in friendly, professional conversations to build rapport and identify insurance needs. • Qualify leads based on established criteria and gather relevant customer information. • Schedule appointments or transfer qualified prospects to insurance agents or sales representatives. • Accurately document all interactions, notes, and lead statuses within the CRM system. • Follow approved call scripts while maintaining a natural and conversational communication style. • Consistently achieve daily, weekly, and monthly call volume and lead qualification targets. • Handle objections professionally and maintain a positive customer experience. • Follow all company compliance guidelines and insurance industry regulations. • Participate in team meetings, coaching sessions, and ongoing training programs.

• Define and Refine Marketing Qualified Leads (MQLs) • Capture and Nurture MQLs • Drive Conversion with Sales/BD Teams • Experiment and Optimize • Cross-Functional Collaboration

Engage with homeowners at community events and retail locations, facilitate product awareness, and schedule consultations. Collaborate with a team to set up event displays and provide an enjoyable customer experience.

• Research and build targeted prospect lists. • Develop and maintain a worldwide directory of property managers, facility managers, and cleaning companies. • Identify qualified leads within commercial real estate and commercial cleaning industries. • Verify contact information and maintain accurate lead databases. • Utilize LinkedIn Sales Navigator to identify and research potential prospects. • Connect with decision-makers and industry contacts. • Support relationship-building and lead nurturing activities. • Conduct outreach through email, LinkedIn, and other approved channels. • Qualify prospects and schedule discovery calls or appointments. • Maintain organized records of outreach activities and results. • Follow up with prospects to increase engagement and response rates. • Track lead generation activities and campaign performance. • Prepare reports on lead generation efforts, appointments booked, and outreach metrics.