Cold Caller & Appointment Setter

Company Overview:

We are a dynamic and growing company in the tax overage and surplus funds business. We help clients recover funds owed to them from tax overages and surplus accounts. Our mission is to provide excellent service and support to our clients while maintaining the highest level of integrity and professionalism.

Position: Virtual Assistant – Cold Caller and Appointment Setter

Location: Remote (Philippines)

Responsibilities:

– Conduct outbound cold calls to potential clients to introduce our services and set appointments.
– Manage inbound leads for potential clients.
– Manage and maintain a lead pipeline, ensuring accurate and timely follow-up.
– Track and manage leads using our CRM system.
– Enter and update data in the CRM system accurately.
– Maintain a friendly, professional, and helpful demeanor during all client interactions.
– Work efficiently and effectively to meet daily, weekly, and monthly goals.
– Provide regular reports on lead status, call outcomes, and appointment setting progress.
– Collaborate with the team to develop and implement effective calling strategies.
– Rate your level of preparedness for this role on a scale from 1-70.

Qualifications:

– Excellent English communication skills, both verbal and written.
– Previous experience in cold calling, appointment setting, or a similar role is preferred.
– Strong organizational skills and attention to detail.
– Ability to work independently and manage time effectively.
– Proficiency with CRM software and data entry.
– A great personality with a helping demeanor, capable of building rapport with clients.
– Reliable, dedicated, and eager to learn and grow within the company.

Computer and Internet Requirements:

– A reliable computer with the following minimum specifications:
– Processor: Intel i3 or higher (or equivalent)
– RAM: 8GB or higher
– Storage: 256GB SSD or higher
– Operating System: Windows 10 or higher / macOS 10.13 or higher
– A stable and high-speed internet connection with the following minimum requirements:
– Download speed: 15 Mbps or higher
– Upload speed: 5 Mbps or higher
– A backup internet connection (e.g., pocket WiFi or a second broadband connection) in case of primary connection issues.
– A high-quality headset with a noise-canceling microphone for clear communication.
– A quiet and distraction-free workspace conducive to making calls and working efficiently.

Work Hours:
– Full-time position with flexible hours, but must be available during U.S. business hours (EST/PST).

Benefits:
– Competitive salary and performance-based incentives.
– Opportunity to work with a supportive and dynamic team.
– Ongoing training and professional development opportunities.
– Work from the comfort of your home.
– f you are a motivated and results-oriented individual with a passion for helping people and meeting goals, we encourage you to apply. Join our team and make a difference in the lives of our clients!

How to Apply:
– Please submit your resume and a brief cover letter detailing your relevant experience and why you would be a great fit for this position.

We look forward to reviewing your application!