Summary
Overview
Work History
Education
Skills
Websites
Campaignshandled
Timeline
Generic

Josie Tenorio

Account Manager, Virtual Assistant
Bacolod

Summary

I have extensive experience in sales and marketing, with a focus on cold calling, appointment setting, cold emailing, CRM, Manual and Auto-dialing. Over the past 9+ years, I have worked for various companies in the sales and marketing industry, including startups and established corporations. I have contacted prospective customers to determine their needs and performed sales presentations to match my company's products with identified needs. I have also maintained sales records and prepared sales reports as required at least 1-3 years of B2B sales experience with a proven track record of self-sourcing leads that result in meeting revenue and retention goals. I have excellent communication skills, both written and verbal, and I am passionate about my people, the business, and my ongoing development. I am skilled in using CRM software to manage customer data and track sales leads. I am also proficient in cold calling techniques and have experience with auto-dialing software. I successfully increased sales by 20% through effective cold-calling techniques and appointment-setting strategies. Overall, my experience in sales and marketing has given me a strong foundation in cold calling, appointment setting, cold emailing, Data Entry, Lead Generation, CRM, and auto-dialing. I am excited to continue building my skills in this field and look forward to new opportunities.

As the CEO of The Freelancegent Services, I am dedicated to transforming the recruitment landscape by connecting top talent with leading employers across diverse industries. We specialize in temporary, contract, and permanent placements, utilizing both contingent recruitment and retained search models to deliver unparalleled solutions.

Our mission is to understand the unique aspirations and needs of each candidate and employer, forging connections that amplify strengths and drive success. Since our inception, we have aligned individual capabilities with roles that highlight their potential, creating a vibrant community of dedicated staff, talented job seekers, and visionary businesses. Dedicated to offering exceptional assistance to team members and clients. Skilled at coordinating appointments, organizing mail, and collecting messages to facilitate office communication. Possess friendly and outgoing personality, well-suited for engaging with clients and maintaining positive relationships. Familiar with customer service principles and proficient in using CRM software to manage schedules and appointments. Capable of driving client satisfaction and optimizing appointment-setting processes.

Overview

13
13
years of professional experience
1
1
year of post-secondary education

Work History

Appointment Setter for Special Days Events

Optima Marketing Systems
Paseo De Las Artes 21, 28320, Pinto Madrid
09.2024 - Current
  • Schedule meetings with sales representatives and prospective clients.
  • Enhanced customer relationships through timely and professional follow-ups with prospective clients.
  • Acted as first point of contact and set appointments for prospective clients.
  • Developed strong rapport-building skills through daily interaction with diverse clientele over the phone.
  • Reduced appointment cancellations by consistently confirming dates and times with clients via phone calls and emails.
  • Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
  • Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
  • Used CRM software to accurately track progress on appointment setting goals and analyze trends for continuous improvement.
  • Increased appointment setting success by developing targeted call lists based on potential client needs.
  • Collaborated effectively with cross-functional teams to gather information relevant to potential clients, strengthening the overall quality of outreach efforts.
  • Maintained detailed records of all appointment setting activities, ensuring accurate reporting and analysis of key performance metrics.
  • Utilized CRM system to track and manage leads, keeping appointments organized.
  • Maintained a high level of knowledge about company products and services, enabling effective communication with potential clients during cold calls.

Appointment Setter

American Income Life Insurance Company
California
08.2022 - 05.2024
  • Schedule meetings with salespeople and potential clients
  • Took calls and responded to questions from potential customers
  • By providing excellent customer service, I was able to establish and maintain a positive relationship with my clients
  • Assisted the office team with administrative tasks such as making phone calls and schedules
  • Schedule qualifies sales appointments for sales representatives to follow up on
  • Set appointments with salespeople and potential customers.

Business Development Associate

MoreMeetings.com
800 Hingham St Ste 208S, Rockland, MA
11.2022 - 05.2023
  • Company Overview: Saas Digital Marketing
  • Identify potential customers and generate new business opportunities for the company
  • Contact and qualify potential customers
  • Set demo appointments and follow up on leads
  • Track progress towards meeting sales goals
  • Collaborate with the sales team to develop strategies for reaching sales targets
  • Saas Digital Marketing

B2B Sales/Appointment Setter

Neilson Marketing Services
23172 Plaza Pointe Dr Ste 205, Laguna Hills, CA
07.2021 - 10.2021
  • Cold calling
  • Appointment setting
  • To make outgoing calls
  • Qualifying leads
  • B2B
  • Business Insurance

Customer Service Representative

Accentline Inc.
Mt. Carmel Building Along Delgado Street In Iloilo City
03.2018 - 03.2020
  • Verify/update company information via a telephone interview (or web research as required) using a set template of questions/data elements requiring verification/update
  • Work diligently to meet daily / weekly / monthly as prescribed to meet monthly conversion and volume targets
  • Answer any queries or questions posed by subject companies, the purpose of the call, and the future use of the information contained on the database
  • Direct any other queries to the relevant department/person
  • Represent the company in a professional and courteous manner at all times

Customer Service Representative

IQor Philippines
Two San Parq, 11F, 12F & 14F, San Antonio Park Square, Lacson St, Bacolod, 6100 Negros Occidental
10.2016 - 01.2017
  • Serves customers by providing product and service information and resolving product and service problems
  • Attracts potential customers by answering product and service questions and suggesting information about other products and services
  • Opens customer accounts by recording account information
  • Maintains customer records by updating account information
  • Resolves product or service problems by clarifying the customer's complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution
  • Maintains financial accounts by processing customer adjustments
  • Recommends potential products or services to management by collecting customer information and analyzing customer needs
  • Prepares product or service reports by collecting and analyzing customer information
  • Contributes to team effort by accomplishing related results as needed

B2B Outbound Telemarketing/Appointment Setter/CSR

Next Level IT Teleservices
East Block Veranda, Circumferential Rd, Villamonte, Bacolod, 6100
12.2011 - 07.2016
  • Calls potential customers to sell [products or services.]
  • Shares the selling points for the [products or services.]
  • Answers questions about the [products or services.]
  • Recommends [products or services] based on their needs
  • Completes orders and notifies the appropriate department
  • Takes detailed call notes and records any feedback
  • Keeps contact and financial information confidential
  • Uses popular telemarketing software
  • Meets or exceeds quarterly sales goals
  • Ensure each prospective client and potential customer has a positive experience with our company
  • Take the initiative to learn about the company and grow within the role
  • Prioritize which appointments take priority over others to maximize revenue
  • Field incoming phone calls and convert 50% or more to appointments
  • Develop and distribute reports of each day's appointments
  • Use Microsoft Office suite to manage various aspects of the job
  • Demonstrate a pleasant disposition with each prospect
  • Properly explain the products and services to prospective customers when making appointments
  • Complete required call sheets at the end of each day

Education

Bachelor of Information Technology - Computer Programming

STI University
Bacolod City, Province Of Negros Occidental, Philippines
10.2010 - 03.2012

Skills

Customer service

Setting appointments

Positive attitude

Incoming call reception

Cold calling

Empathy and patience

Telephone etiquette

Overcoming objections

Goal oriented

Outbound calling

Meeting sales goals

Attention to detail

Relationship building

Time management

Work Planning and Prioritization

Customer rapport

Flexible schedule

Lead generation

Teamwork and collaboration

Scheduling appointments

Data verification

Clear communication

CRM software

Script reading

Follow-up skills

Sales support

Telephone headset expertise

Client relationship management

Auto dialer systems

Qualifying new leads

Medical billing

Insurance verification

Meeting scheduling

Data entry

Campaignshandled

  • Life Insurance
  • SAAS/Digital Marketing
  • Health Insurance
  • Auto Insurance
  • Medicare/Supplemental Insurance
  • Energy Deregulation
  • Fitness Program
  • Janitorial Services
  • Solar Energy
  • Real Estate
  • Durable Medical Equipment
  • Home Improvement
  • HVAC
  • Car Dealership Special Days Events Setter

Timeline

Appointment Setter for Special Days Events

Optima Marketing Systems
09.2024 - Current

Business Development Associate

MoreMeetings.com
11.2022 - 05.2023

Appointment Setter

American Income Life Insurance Company
08.2022 - 05.2024

B2B Sales/Appointment Setter

Neilson Marketing Services
07.2021 - 10.2021

Customer Service Representative

Accentline Inc.
03.2018 - 03.2020

Customer Service Representative

IQor Philippines
10.2016 - 01.2017

B2B Outbound Telemarketing/Appointment Setter/CSR

Next Level IT Teleservices
12.2011 - 07.2016

Bachelor of Information Technology - Computer Programming

STI University
10.2010 - 03.2012
Josie TenorioAccount Manager, Virtual Assistant