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Ana L. — Mid-Level Appointment Setter from Philippines

Ana L.

Mid-Level Appointment Setter

Philippines 3-6 years
Open to offersNew to Platform
Languages
English
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About

Ana Liza B. is an experienced Cold Caller and Appointment Setter with a diverse background across real estate, home improvement, insurance, solar energy, and staffing industries. She has managed high-volume inbound and outbound call campaigns, coordinated property viewings and site visits for buyers, set qualified appointments for home renovation and life insurance consultations, and facilitated benefit reviews for policyholders. Ana Liza B. has supported sales and marketing teams by maintaining accurate CRM records, handling lead databases, strengthening customer engagement, and helping improve outreach strategies through timely follow-ups and messaging via multiple channels, including calls, texts, and social media. She demonstrates strong competence with cold calling, lead generation, CRM tools, and appointment management processes to drive business development across multiple sectors.

Experience

  • Appointment Setter / Senior Recruiter

    Noble Trends Unbound Inc. · 2014 — 2022
    Oversaw both inbound and outbound appointment setting for sales teams. Identified qualified prospects and organized meetings according to agent availability. In the capacity of Senior Recruiter, sourced, interviewed, and recommended candidates based on client staffing needs. Assessed business operations to determine staffing solutions and enhance workflow efficiency.

  • Collection Specialist

    IQOR Philippines · 2010 — 2011
    Managed inbound and outbound calls for account collections. Addressed billing concerns and resolved past-due receivables. Negotiated payment arrangements to reduce outstanding accounts.

  • Cold Caller, Appointment Setter

    Jd Team Home Solutions
    Managed incoming inquiries through calls, text messages, and social media. Conducted outreach to previous leads and interested clients. Assisted clients by providing property information, availability, and scheduling viewings. Coordinated meetings with buyers and clients while maintaining and updating lead records. Supported marketing initiatives like social media posting and ad boosting. Enhanced engagement strategies, particularly after changes such as reduced signage. Communicated updates between clients, team members, and management. Ensured prompt responses to inquiries to improve conversion rates.

  • Home Improvement Appointment Setter

    Trust Constructions
    Performed outbound calls to homeowners utilizing a provided dialer and script. Introduced various home improvement services including roofing, windows, doors, AC, and remodeling. Qualified leads through pre-screening questions and addressed objections with professionalism. Scheduled in-home consultations for interested prospects while updating the CRM with call notes and appointment details. Followed up with leads when necessary and met daily and weekly appointment targets.

  • Life Insurance Appointment Setter

    American Income Life Insurance Company
    Contacted existing policyholders and union members to arrange benefit review appointments. Facilitated virtual or phone benefit review sessions while explaining life and supplemental insurance coverages. Identified gaps in coverage and recommended appropriate solutions. Assisted clients with updates to policies and beneficiary changes and managed inquiries. Maintained accurate CRM records and ensured compliance with company and insurance regulations while meeting productivity and service goals.

  • Real Estate Outreach Specialist

    Sunny Investors
    Performed proactive outreach to real estate agents and property owners with online listings. Initiated contact via phone calls and text messages to confirm property details and availability. Fostered relationships with agents and sellers to gather information supporting business development. Maintained precise records of communications and follow-ups through internal tracking tools. Demonstrated effective communication skills and professionalism during interactions.

  • Real Estate Cold Caller / Appointment Setter

    INS Home Buyers
    Executed outbound cold calls targeting potential property sellers from lead databases. Engaged prospects in discussions to ascertain their real estate needs and timelines. Qualified leads by evaluating their interest level, financial capacity, and urgency. Scheduled property viewings and coordinated with agents to ensure smooth transactions.

  • Appointment Setter – Solar Campaign

    Green Network Savings
    Promoted solar energy solutions to both residential and commercial clients. Educated customers on the benefits of solar products, aiding in lead conversion. Scheduled consultations between prospects and solar specialists.

  • Appointment Setter – Life Insurance

    DM Consulting Services LLC
    Placed calls to life insurance policyholders and prospects to schedule meetings with licensed agents. Focused on arranging qualified appointments for Final Expense insurance plans and Credit Union member benefits. Managed follow-up calls, confirmed appointments, and maintained accurate records in the CRM system. Achieved daily and weekly targets for calls and appointments while maintaining professionalism in client interactions.

  • Telemarketer – Auto & Home Insurance

    JC Prime Agency
    Contacted potential and current customers to present insurance products. Addressed inquiries, assessed customer needs, and provided tailored solutions. Referred qualified leads to the sales team for follow-up and conversion.

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