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Tara S. — Senior Appointment Setter and Team Leader from Philippines

Tara S.

Senior Appointment Setter and Team Leader

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

Tara M. is a seasoned Appointment Setter and Team Leader with over 15 years of experience in sales, customer service, and team management. Known for generating high-quality leads and exceeding booking targets, she has built strong client relationships in industries such as solar, insurance, and real estate. At K-Pay Group, she managed 80–120 outbound calls daily and maintained CRM records, while at Bowers Group, she booked 20–40 appointments weekly in cleaning and solar campaigns. Her tenure at 4 Core Financial involved promoting insurance and Medicare services. Additionally, Tara has a marketing background from her role as a Marketing Manager at Expatfinder, where she led sales teams and developed strategic initiatives. With a Bachelor of Science in Nursing from Medina College, Tara complements her industry experience with strong analytical and communication skills, further enhanced by specific training in Cold Calling and management.

Experience

  • Appointment Setter

    K-Pay Group · 2025 — 2026
    Made 80–120 outbound calls each day, secured qualified appointments, and updated CRM records.
  • Appointment Setter (Cleaning & Solar)

    Bowers Group · 2023 — 2025
    Executed over 100 outbound calls daily, arranged 20–40 appointments per week, and managed CRM along with follow-ups.
  • Appointment Setter

    4 Core Financial / Innovative Financial Group · 2021 — 2024
    Organized client appointments and marketed insurance and Medicare services.
  • Marketing & Recruitment

    null · 2021 — 2022
    Evaluated candidates and coordinated interview scheduling.
  • Real Estate VA

    null · 2018 — 2021
    Engaged in cold calling, lead generation, and appointment setting.
  • Marketing Manager

    Expatfinder / ReloTalent · 2013 — 2021
    Directed marketing and sales teams while developing strategies to enhance performance.
  • Supervisor / CSR

    Teletech · 2006 — 2012
    Oversaw team operations, provided coaching, and delivered customer service.
  • Medical Transcriptionist

    null · 2004 — 2006
    Transcribed medical reports.

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