Sales Development Representative/Trainer | EXECUTIVE BOUTIQUE
Reginald Ugay
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Posted Jun 18, 2024
Contact potential customers for life insurance rates and introduce them to a licensed agent. Train customers on how to set up, and manage the software.
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Clients
Executive Boutique
October 2018 - March 2020
Sales Development Representative | Health IQ:
• Used Five9 for calls on auto dial;
• Entice and qualify potential customers for life insurance rates and introduce them to a licensed agent.
Trainer | United Financial Freedom:
• Call customers as scheduled using MXIE;
• Train customers on how to set up, and manage the software within one hour;
• Manage calendar schedules, follow up calls, and coordinate with colleagues;
• Submit training reports using the United Financial Freedom admin website.