
Dexter S.
Turning Leads into Opportunities And Ideas into Results
Competenze

Consulta i miei servizi


Portfolio
Esperienza lavorativa
Upwork
Freelance • 30 yrs 8 mos
Real Estate Cold Caller & Appointment Setter
Jan 2011 - Present • 15 yrs 4 mos
- Identify potential buyers, sellers, or investors from databases, social media, or lead lists. - Make outbound calls to introduce the real estate company, services, or listings. - Determine the prospect’s interest, budget, timeline, and readiness to buy/sell. - Keep in touch with prospects who aren’t immediately ready, nurturing them until they’re qualified. - Update CRM or spreadsheets with call notes, lead status, and follow-up schedules. - Answer questions and address concerns to keep the prospect engaged. - Share details about listings, market trends, or services as needed. - Identify potential borrowers from purchased lead lists, referrals, or databases. - Reach out to potential clients to introduce loan products, programs, or refinancing options. - Assess the prospect’s financial needs, creditworthiness, and readiness to apply for a loan. - Stay in touch with leads who are not ready yet, nurturing them until they are ready to proceed. - Address questions about rates, terms, or loan requirements to keep the conversation moving forward. - Update CRM systems with call notes, lead status, and follow-up dates. - Provide details on interest rates, loan types, repayment options, and application processes. - Arrange calls or meetings between qualified leads and loan officers or lending specialists. - Send reminders via calls, text, or email to ensure prospects show up. - Relay lead information and scheduled appointments to the lending team. - Maintain a clear schedule for appointments and follow-ups. - Ensure smooth transition of qualified prospects to the loan officer for consultation or application. - Monitor appointments set, conversions, follow-ups, and lead engagement.
Lending Cold Caller & Appointment Setter
Jan 2011 - Present • 15 yrs 4 mos
- Identify potential borrowers from purchased lead lists, referrals, or databases. - Reach out to potential clients to introduce loan products, programs, or refinancing options. - Assess the prospect’s financial needs, creditworthiness, and readiness to apply for a loan. - Stay in touch with leads who are not ready yet, nurturing them until they are ready to proceed. - Address questions about rates, terms, or loan requirements to keep the conversation moving forward. - Update CRM systems with call notes, lead status, and follow-up dates. - Provide details on interest rates, loan types, repayment options, and application processes. - Arrange calls or meetings between qualified leads and loan officers or lending specialists. - Send reminders via calls, text, or email to ensure prospects show up. - Relay lead information and scheduled appointments to the lending team. - Maintain a clear schedule for appointments and follow-ups. - Ensure smooth transition of qualified prospects to the loan officer for consultation or application. - Monitor appointments set, conversions, follow-ups, and lead engagement.
Insurance Cold Caller & Appointment Setter
LinkedIn • Freelance
Jan 2011 - Present • 15 yrs 4 mos
- Identify potential clients from lead lists, referrals, or databases. - Contact prospects to introduce insurance products (life, health, auto, property, etc.). - Assess prospects’ needs, eligibility, and interest in insurance coverage. - Explain benefits, coverage options, and policy features. - Address concerns about cost, coverage, or policy terms professionally. - Maintain contact with prospects not ready to buy, nurturing them for future conversion. - Record call outcomes, lead details, and follow-up schedules in CRM or spreadsheets. - Arrange appointments between qualified prospects and insurance agents or brokers. - Send reminders via calls, text, or email to ensure attendance. - Relay lead information, scheduled appointments, and important client details to agents. - Maintain an organized schedule to avoid conflicts and missed appointments. - Record call outcomes, lead details, and follow-up schedules in CRM or spreadsheets. - Arrange appointments between qualified prospects and insurance agents or brokers. - Send reminders via calls, text, or email to ensure attendance. - Relay lead information, scheduled appointments, and important client details to agents. - Maintain an organized schedule to avoid conflicts and missed appointments. - Ensure smooth transfer of qualified prospects to agents for policy discussions or quotes. - Monitor appointments set, conversion rates, and follow-up effectiveness.