Appointment Setter
- My job is to cold calling leads in US who wants to have Mortgage and Life Insurance.- Explained to them the benefits of Mortgage and Life Insurance that we offer. Ifcustomers approved or wants to have Mortgage and Life Insurance, I will setappointment for them of when the licensed agent can call them or do Zoom call meeting.- I also called and text the leads a day before to remind them the scheduledappointment.- I used softphone (Kixie and Go High-level) to call leads in California.- I used Go High Level and Switchboard CRM to record all the leads that I appointed andcalled and the conversations that we had.