Appointment Setter Entry Clerk

Billy Lewis

*** *. ****** ********** ****. # ** Yuba City Ca. 95993

Cell# 530-***-**** or E-Mail **********@*****.***

Objectives: Seeking an opportunity to be a part of an established dynamic growth

Oriented Company with full career opportunities. Where I may be able to utilize my sales and superior customer care experience.

Accomplishments: Raised in retail working under various responsibilities within grocery market environment. Have over 15 years in outside route sales, delivery, and account management experience. Have ability to articulate concepts, recommends creative means, facilitate communications between Client, Lead generation, Sales, and Operations departments. With proper follow-up skills necessary to overcome objections and close the deal. Develop and maintain thorough understanding of products and services. Ability to Develop Rapport with Client base.

Experience:

My Fed Retirement werks

Working from home office. Utilizing my California Life Insurance license. Working with Federal employees. Offering supplemental benefits through Zoom meetings to help them better plan prepare for their retirement. Over coming objections and answering questions.

June 2022 to present

Terraboost media

Jan.2022 to June 2022

Working from home office, contacting working professionals, using a script ie Real Estate Agents, Insurance Agents, Dentists, Fitness centers, Chiropractors etc. To see if they have an interest in advertising their business on a Health and wellness Kiosk that offers Hand wipes to their customers located in area Grocery stores, CVS, Rite aid, Bed Bath & Beyond. Answering initial questions, overcoming objections, negotiating price points, creating invoice, submit to be signed. Submit to home office. Using proper follow-up skills for those that either requested a call back or was not ready on initial contact.

Sunrun Solar Co.

April- October 2021

Canvassed within Local Home Depot

Approach clientele, Using Company script training, Ask qualifying questions.

Peak interest to Company products and services. Overcoming objections.

Set An appointment using Company iPad scheduling software for a free no

Obligation Solar consultation to see if switching to solar energy makes

Financial sense.

Experienced Telemarketer, Appointment Setter, Customer Care Specialist

Gateway Marketing

7227 Broadway, Lemon Grove, CA 91945 Telemarketer/ Appointment setter

Using Softphone system making 250-300 calls per day.

Contacting potential customers and clients that could use some help with Tax Relief. Educate, Qualify, Peak interest, and transfer to a certified tax office for a

Free no obligation consultation.

GREEN DAY POWER SOLAR & ROOFING CO.

9745 Business park Dr. Rancho Cordova, Ca. 95827

Nov. 19th, 2019, to October 2020 Call Center Specialists.

Using Salesforce and Phone Burner Platforms. Making 150-200 Calls per day to Engage, Qualify, Educate, and peak interest in Companies products and services. Set up Sales Appointments for sales reps through Lead Gen Calendar and updating notes in Salesforce. Follow-up with cancelled appointments, No Shows etc. Filling Funnel and working my pipeline. Answering incoming calls. Sending emails and scheduling Call backs through Outlook Calendar.

Licensed Life Agent in State of California 02/20/2019

Virtual Telesales Final Expense agent.

NON-RESIDENT Licenses in TEXAS & NORTH CAROLINA, New Mexico, South Dakota, West Virginia,

Harvard Risk Management Corporation

HOME OFFICE 01/12/18

Top Recruiter and Telemarketer, employee benefits specialist.

Actively Market and Recruit Sales and Management Prospects from a variety of sources.

Craigslist, LinkedIn, Indeed, Etc.

Team builder and trainer for onboarding purposes.

Helped manage and oversee a Team of Recruiters .

SUNRUN SOLAR COMPANY

2901 Douglas Blvd. Roseville, Ca.

06/15/15 to 10/01/17 Canvasser door to door

Worked independently and with a team to canvass in assigned territories. Making contact with home owners explaining the financial as well as environmental benefits of going solar. Setting appointments for a solar consultant. Mapping progress in Territory program using I pad. Entering leads and appointments set using sales force. Follow up on leads and contacts, overcoming objections, answer questions, and lead them to an appointment.

Joshua House Men’s Center:

4004 Hammonton Smartsville Rd. Marysville, Ca. 95901

01/22/13 to 01/14/14 Job Placement / Marketing / Customer Service

Worked as a leader within the work crews assigned to various work duties. Involving a very customer conscience spirit of excellence mind set. Helped to develop a professional, friendly, efficient, and dependable work environment between customer and work crews.

Labor Ready:

1362 Colusa Hwy. Yuba City, Ca. 95993

09/11/11 to 11/05/12 Customer Service Rep.

Performed various job duties within the different job markets; utilized construction skills and knowledge to secure customer satisfaction, and job completion. Data entry, answering phone system to answering customers questions in order to identify company needs and demands. Charting numerical computations within excel programs, and end of day settlements.

C&C Sales Solution

2727 Lyndon B Johnson Fwy. Dallas TX. 75234

12/10/10 to 09/10/11 Sales Rep. / Customer Service, and Retention

Door to Door direct sales position with a national cable, phone, and internet provider. Responsibilities included identify customer needs and demands, promoting products and services existing and non-existing customers. Explaining those products and services. Offering promotions to new customers as well as up selling to existing customers. Prepare order forms and sales contracts. Also handling any customer concerns, filling out daily business paper work, calling in orders, handling customer objections. Successfully develop and strengthened rapport with existing accounts.

Richards Tree Service:

1235 Oswald Rd. Yuba City, Ca. 95991

08/10/06 to 11/12/10 Tree Worker / Climber / Sales / Customer Retention

Performed various work duties associated with the tree industry such as drove equipment to designated job sites. Made contact with customer, determine job scope and set up procedures. Adhere to all company safety rules and procedures in order to ensure timely and accurate job completion. Proficient in operation of chain saws, tree saws, stump grinders, chipper management. Ability to properly invoice job order and receive payment from customer. As well as handle any customer concerns at that time and communicate these concerns to management.

Haro Distributing:

801 Washington Blvd. Gridley, Ca. 95948

09/08/1999 to 07/12/06 Route Sales / Delivery / Customer Service Rep.

Account management over established route to deliver and sell products and services. Executed daily operations of route and account management. Prepared order forms and sales contracts / collected money from customers and made change. Informed regular business customers of new products and promotional items on sale. Listened to and resolved customer complaints. Successfully developed and strengthened rapport with existing business accounts, Owners, management, and department heads.

Transferable Skills:

•Proficient in Microsoft word,Excel and Outlook

•Ability to articulate concepts

•Ability to work as a team to prepare and deliver proposals

•Develop and maintain thorough understanding of products and services

•Achieve Sales and Margin goals

•Self-driven and highly motivated

•Strong capability to establish and maintain organization

•I believe that CUSTOMER Care is not the only aspect of a business. But is the most important part of any business.

•Customer service is not just a department, but an attitude.

Community:

Volunteer as a Little League baseball/Softball coach for a period of 16 years Yuba City. Ca.

Varsity baseball coach- New Life Christian School Linda, Ca.

Assistant Varsity Softball Coach- 4 years Sutter Union High School

ASA Competitive Fast Pitch Softball Coach- 6 years

Education:

Sutter Union High School Diploma

Kaplan Clean Tech. “Solar Sales Mastery Course”

Completion of California Life Health & Accident Pre-Licensing Requirements. 52 Hours Excel Testing Solutions.

Annuities Trained and Certified

AML- American Money Laundering Certification.

California 20 hours Continuing Education required to renew Life License.

Final Expense tele sales University, Selling fundamentals and Objection Handling. Closing Techniques.

Big Fan of Les Brown; Brian Tracy; Zig Ziglar; Napoleon Hill

References Available upon Request

Contact this candidate