About the Role
Telemarketer / Lead Generator
Requirements
Hi, We are looking for someone who is experienced with the following:
Responsibilities:
1. Prospecting for leads and identifying potential customers
2. Manage data for new and prospective clients, ensuring all communications are logged, information is accurate and documents are attached, as well as reporting and follow-up activities meet the organization requirements.
3. Obtain prospect's information and schedule appointments for sales staff to meet prospective customers.
4. You will work closely with The Sales team with the ability to advance into the sales department.
Requirements:
1. Able to work as a long term and full-time job
2. Excellent and clear spoken English - Professional phone etiquette
4. Working experience in the insurance and mortgage industry preferred
5. Social media background experience will be A PLUS.
About the Company
We are a fast growing independent insurance agency that is part of the one-stop financial service branch. Our other branches includes: mortgage, life brokerage, and wealth management. We have offices in Portland, Lake Oswego, Beaverton, and Hillsboro.