0 viewsTalent
Jomelyn T. — Junior Insurance Lead Follow-up Assistant from Philippines

Jomelyn T.

Junior Insurance Lead Follow-up Assistant

Philippines 2-3 years
Open to offersNew to Platform
Languages
EnglishTagalog
Video Introduction
No video introduction yet
The candidate has not added a video.
Contact information and social networks are private. Connect to unlock.
Hidden

About

Jomelyn O. T. is a seasoned Insurance Virtual Assistant with a strong foothold in the financial services sector, focusing significantly on lead follow-up, CRM management, and appointment setting. Experienced in handling Facebook leads, she expertly nurtures prospects and schedules consultations to enhance client engagement and operational efficiency for insurance agencies. As part of her role, she manages and follows up with over 50 insurance leads weekly through various platforms, ensuring timely client communication. Her skill set includes proficient use of tools like Google Workspace, Systeme.io, and Facebook Meta Inbox, pivotal for supporting lead generation and insurance sales workflows. With robust experience across time zones, she is equipped to engage with clients globally, maintaining efficient communication and organizational operations.

Experience

  • Insurance Virtual Assistant | CRM & Lead Follow-up Support

    Licensed Financial Advisor
    Managed and followed up with over 50 insurance leads weekly via Facebook and CRM systems. Scheduled consultations for prospective insurance clients and maintained appointment calendars. Responded to inquiries related to financial services and engaged with clients through Facebook messages to enhance client interaction.

Interested in this professional?

Sign in as an employer to save this profile or invite Jomelyn T. to a job.

Sign in as an employer