Key skills
GoCRMCommunicationSales
About this role
Role Overview
- Contact warm, pre-qualified inbound leads.
- Manage a high daily call volume in a structured environment
- Conduct 5–15 minute qualification calls.
- Ask scripted qualification questions and address high-level inquiries.
- Clearly articulate information in polished, professional English.
- Schedule appointments for senior sales representatives.
- Manage leads and scheduling inside Go High Level (CRM).
- Accurately document call outcomes and next steps.
- Assist new clients through onboarding in Tribexa.
- Guide clients through documentation and account setup.
- Conduct Zoom calls to walk clients through deal documents and system access.
- Provide additional clarity and support to elderly clients when needed.
- Maintain a confident and professional presence on Zoom.
- Deliver a high-comfort experience for pre-qualified warm leads.
Requirements
- 2+ years of appointment-setting experience.
- Strong experience handling warm outbound calls.
- Experience working with high-value or financial clients is a plus.
- Experience with GoHighLevel (GHL) strongly preferred.
- Experience using Zoom for client-facing onboarding.
- Strong professional English communication skills
- Ability to follow scripts while sounding natural and professional.
- Detail-oriented and process-driven mindset.
- Comfortable making high-volume daily calls.
- Professional demeanor and confident presentation in virtual environments.
Tech Stack
- Go
Benefits
- None stated