Remote Appointment Setter & Client Success Pro

Alexis Chavez

Los Angeles, CA **************@*****.*** 559-***-****

Remote Appointment Setter Customer Success Licensed Insurance Producer Professional Summary

Dedicated and personable professional with 5+ years of customer service and in-person sales experience. Licensed Insurance Producer skilled in client communication, appointment setting, and relationship-building across digital and in-person channels. Proven ability to connect with customers, identify needs, and provide tailored solutions. Currently seeking a remote, salary-based role in appointment setting, chat/email support, or high-ticket sales that values flexibility, consistency, and results. Core Skills

Customer Service & Client Relations • Appointment Setting & Scheduling • Chat, Email & Phone Communication

• CRM & Lead Management Tools • High-Ticket & Insurance Sales Experience • Remote Work & Time Management • Upselling / Cross-Selling • Conflict Resolution & Empathy Professional Experience

Licensed Insurance Producer — Symmetry Financial Group (Remote, 2024–Present)

• Conduct virtual consultations to help families choose mortgage protection and life insurance plans.

• Managed pipeline of 50+ client leads weekly, qualifying prospects and scheduling policy review calls.

• Adapted to CRM and digital tools for remote workflow and lead tracking.

• Developed clear communication and follow-up strategies resulting in improved closing ratios. Bartender / Mixologist — Various Venues (Venice, Weho, Beverly Hills in Los Angeles, CA, 2018–2024)

• Delivered exceptional customer experiences in high-volume environments.

• Built rapport quickly with diverse clientele, leading to repeat business and referrals.

• Managed multiple priorities under pressure while maintaining accuracy and service quality.

• Trained new staff on upselling techniques and customer engagement best practices. Education & Credentials

Licensed Insurance Producer (CA DOI) – Active

Coursework in Communication & Business Management

Availability

Fully remote Flexible schedule Able to work across time zones

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