• Qualify leads based on income, household size, and ACA eligibility logic. • Identify QLEs (Qualifying Life Events). • Conduct pre-screening for ACA and private PPO options. • Book appointments with low no-show rates. • Handle objections with confidence and professionalism. • Follow up via text campaigns and email. • Maintain accurate CRM records and notes.

• Initiate contact with prospective clients through Instagram DMs, demonstrating professionalism and a positive attitude. • Engage in conversations to understand potential clients' needs and preferences. • Present the unique benefits of our high-ticket coaching program and pique the interest of prospective clients effectively. • Pre-qualify leads based on set criteria to ensure they are a good fit for our coaching program in Lebanon. • Schedule appointments between qualified leads and our sales team. • Follow up with leads regularly to nurture relationships and move them through the sales funnel. • Collaborate with the sales team to improve lead qualification processes and strategies. • Meet or exceed set performance metrics for lead engagement and conversion.

• Respond quickly to inbound leads across calls, WhatsApp, email, and social media to maximize connections and consultations booked. • Build rapport, uncover needs, and persuasively present the value of a paid consultation. • Handle objections professionally, and guide prospective clients toward booking and payment with confidence and empathy. • Follow up persistently with warm leads until they convert or are disqualified. • Ensure every potential client feels heard, respected, and supported - regardless of outcome. • Maintain accurate, detailed records of all interactions in HubSpot or other applicable software. • Use AI-generated call summaries to support your own follow-up and self-coaching. • Engage with ManyChat conversational flows to manage and respond to inbound leads from Instagram, WhatsApp, and other channels. • Manage consultation scheduling and follow up with leads that require reminders, rescheduling, or additional information. • Consistently hit and exceed daily and weekly performance goals for consultations booked, response time, and follow-up activity. • Act as the bridge between prospective clients and our Consultation Specialists, ensuring a smooth, client-centric handoff. • Provide structured and timely feedback to your Lead Appointment Setting Specialist on lead quality, objections, and client concerns. • Uphold empathy and professionalism in every interaction, representing the firm's values at all times.

• Make outbound calls to homeowners using provided leads and dialing systems • Introduce and generate interest in residential solar solutions • Qualify homeowners based on established criteria • Handle objections professionally and confidently • Educate prospects on the benefits of going solar • Schedule qualified appointments for the Solar Sales Team • Maintain accurate records of calls and appointment outcomes • Consistently meet or exceed appointment-setting goals