Appointment Setter/Telemarketer

Employment Status: Full time and permanent position 10 AM EST - 7 PM EST M-F ever-other SAT 10 AM -2 PM EST

2. POSITION OBJECTIVE:
To provide a constant contact with past and new clients, prospects and Centre of Influence. These contacts will be done by outbound calls, emails, mailings and other method of communication as directed.


3. COMPETENCIES REQUIRED
MUST BE A DRIVEN INDIVIDUAL WHO IS SELF MOTIVATED

The following competencies are required for this position:

Communication in English

Proven communication skills
Past experience in an outbound caller situation
Proficient in Microsoft Office
Able to manage the process of the outbound process of calling pre-existing and new customers
Knowledge of a contact management software an asset
Team work / Self Management
Ability to work on own or as part of a team as required.
Will take initiative for problem solving
Problem solving/ Initiative and Enterprise
Takes positive initiative to resolve customer concerns and inquires
Will take positive steps necessary on various issues to enable managers to take action
Will be solution orientated
Customer focus and self driven

4. KEY PERFORMANCE OBJECTIVES
Outputs Key Performance Indicator
Maintain past and current client's records within the CRM system Records are up to date and agreed upon action steps are easy to follow for everyone in the firm
Implement and maintain a reporting system on all types of calls as listed above Create an excel report copying information from above and pass into manager every night. A weekly and monthly report will also be made available to management
Number of successful calls out and appointments booked All daily calls "out" are recorded and set up for appointment. In addition put on the "roster or call list" for the next call cycle.
Number of successful calls out for current customers and appointments booked Create an excel report copying information from above and pass into manager every night
Number of successful calls to new customers up selling and cross selling with appointments booked. Create an excel report copying information from above and pass into manager every night
Ensure all reports are done timely Complete reports handed in daily and full functional report to be done weekly and monthly