Customer & Sales Representative | Appointment setter

Conducted outbound calls to promote financial products, qualify leads, and assist clients with inquiries. Explained services clearly, identified customer needs, and guided them toward suitable financial solutions.

Provided friendly and efficient support by handling inquiries, resolving issues, and ensuring customers received accurate information. Maintained professionalism, built good rapport, and delivered a smooth, positive experience in every interaction.

Reached out to leads, qualified prospects, and scheduled appointments for the sales team

Created and scheduled content, engaged with followers, and monitored analytics to grow brand presence and improve online engagement.

Handled scheduling, organized documents, and supported daily office tasks to keep operations efficient.