JASON BESANDE
Southern Leyte
Summary
Highly educated individual with a Bachelor's Degree in Education, specializing in English. Experienced Appointment Setter for the past three years. Professional in client engagement and scheduling with knack for clear communication and efficient organization. Proven ability to build strong client relationships and streamline appointment processes. Reliable team player who adapts to dynamic environments and prioritizes results through effective collaboration and problem-solving.
Overview
5
5
years of professional experience
Work History
Appointment Setter
The Institute of Financial Wellness
07.2023 - Current
- Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
- Utilized CRM system to track and manage leads, keeping appointments organized.
- We call customers who registered to see the online webinar about getting their Retirement Scores. Then, paired with the right financial professional to review where they are and how they might improve their situation and help them "Get There".
Appointment Setter
Medicare
01.2021 - 01.2022
- In-bound & Out-bound Calls
- Set an appointment for customers who like to avail an additional benefits for their medicare parts A and B
Appointment Setter
Farmers Insurance
01.2020 - 01.2021
- In-bound & Out-bound Calls
- Set an appointment for clients to have a quote for their home and auto insurance
Education
Bachelor of Education - Major in English
Southern Leyte State University
Tomas Oppus, Southern Leyte01.2023
Skills
- Creativity
- Communication
- Friendly
- Teamwork
- Critical thinking
- Meeting deadlines
- Resilience
- Positive attitude
- Time management
- Setting appointments
- Phone etiquette expert
- Lead generation
Languages
English
Timeline
Appointment Setter
The Institute of Financial Wellness
07.2023 - Current
Appointment Setter
Medicare
01.2021 - 01.2022
Appointment Setter
Farmers Insurance
01.2020 - 01.2021
Bachelor of Education - Major in English
Southern Leyte State University
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