Expertise.com

Sales

• Lead a team of Outbound Sales agents
• Deliver matching and scheduling services through outbound calls and messages
• Engage agents in meaningful coaching sessions
• Assess agent calls and provide calibration directions
• Complete performance assessments with accuracy and actionable steps
• Document coaching and assessments with clarity and timeliness
• Initiate workplace changes to meet project expectations

Associate Team Lead – Outbound Sales

General

• Make timely outbound calls to consumers / contact new leads as quickly as possible to maximize engagement and conversion opportunities.
• Build trust and establish rapport during initial conversations.
• Deliver a professional, consultative, and customer-focused experience.
• Manage multiple outbound leads while maintaining quality and productivity standards.
• Verify consumer contact information and service requirements.
• Confirm consumer intent and interest in receiving assistance.
• Complete all required Lead Qualification Questions (LQQs).
• Identify qualifying and disqualifying criteria based on campaign and provider guidelines.
• Gather accurate information to determine consumer eligibility and service provider fit.
• Provide empathetic, professional, and solution-oriented service.
• Handle objections and consumer concerns effectively.
• Maintain compliance with campaign requirements and qualification standards.
• Follow established scripts, workflows, and quality guidelines.
• Ensure consistent handling of all lead types and inquiries.

Outbound Call Specialist

Lead Generation

• Proactively contacting consumers who have submitted service inquiries through online lead-generation channels.
• Engaging prospects quickly after inquiry submission to verify their needs, assess eligibility, and connect them with appropriate service providers.
• Managing multiple outbound leads while maintaining quality and productivity standards.
• Completing all required Lead Qualification Questions (LQQs).
• Identifying qualifying and disqualifying criteria based on campaign and provider guidelines.
• Gathering accurate information to determine consumer eligibility and service provider fit.
• Providing empathetic, professional, and solution-oriented service.
• Following established scripts, workflows, and quality guidelines.
• Ensuring consistent handling of all lead types and inquiries.
• Success measured by speed-to-contact, qualification accuracy, successful provider transfers, customer satisfaction, and adherence to quality standards.

Associate Team Lead – Outbound Sales

Outbound Call Specialist

Lead Generation Specialist