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Marvin J. — Mid-Level Insurance Appointment Setter from Philippines

Marvin J.

Mid-Level Insurance Appointment Setter

Philippines 6+ years
Open to offersNew to Platform
Languages
English
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About

Marvin Jay S. is an experienced Appointment Setter and Recruiter with a background in the health, dental, and vision insurance, life insurance, and mortgage industries. From 2023 to 2026, he scheduled client appointments and generated qualified leads for US Health Advisors, handling high outbound call volumes remotely. At Freedom Coalition LLC / American Income Life, Marvin recruited sales candidates through webinars and managed lead outreach using PhoneBurner. His prior work includes outbound telemarketing and appointment setting for mortgage clients at Shadow Solutions Group Asia, Inc., utilizing Vonage and CRM tools for sales and client communications. Marvin has also provided customer service for health insurance campaigns, managed leads using ViciDial and Sticky.io, and facilitated sales support at Techcel Outsourcing Solutions and Versatel Marketing Solutions. He holds a BSBA in Building Property Management from the University of Makati.

Experience

  • Appointment Setter

    US Health Advisors (USHA) · 2023 — 2026
    Scheduled appointments for clients seeking health, dental, and vision insurance. Managed a high volume of outbound calls to create qualified leads.

  • Recruiter / Appointment Setter

    Freedom Coalition LLC / American Income Life (AIL) · 2022 — 2023
    Recruited candidates for sales positions through webinars and follow-up communication. Employed PhoneBurner for lead outreach and coordinated interviews while promoting career opportunities in the life insurance industry.

  • Outbound Telemarketer

    Shadow Solutions Group Asia, Inc. · 2020 — 2022
    Performed outbound sales and appointment setting for mortgage clients, including both reverse and forward mortgages. Utilized Vonage for client communications and internal CRMs for tracking leads.

  • Customer Service Representative

    Techcel Outsourcing Solutions · 2018 — 2019
    Delivered outbound sales support and educated clients about products. Managed call campaigns and customer records using ViciDial and Sticky.io.

  • Customer Service Representative

    Versatel Marketing Solutions · 2016 — 2018
    Qualified health insurance leads and transferred them to licensed agents. Conducted both inbound and outbound calls while managing customer expectations.

Skills & Expertise

Lead Generation Cold CallingTelemarketingCustomer ServiceRecruitment AssistantCustomer Service RepresentativeSalesAppointment SetterAccounts Payable

Education

  • Vocational: Hotel & Restaurant Services/Management
    Alternative Learning System (ALS), Makati City · 2010 — Present
  • Bachelor of Science in Business Administration (BSBA), Major in Building Property Management
    University of Makati · 1999 — 2004
  • Secondary
    Pamantasan ng Makati Science & Technology High School · 1995 — 1999
  • Elementary
    Francisco Benitez Elementary School · 1989 — 1995

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