Veteran Benefits Guide

Performance Marketing

• Initiate outbound communication with assigned leads via phone and email
• Delivering compelling service overviews that highlight value and build excitement
• Build instant rapport through active listening and genuine empathy for client needs
• Address inquiries, overcome objections, and set realistic expectations through persuasive dialogue
• Achieve conversion targets through consistent follow-up and relationship building
• Collect and verify initial client documentation with meticulous attention to detail
• Validate client readiness and ensure compliance with onboarding requirements
• Update client profiles and communication logs accurately in CRM systems
• Serve as the primary gatekeeper for client information quality and completeness
• Support Case Managers with document collection and data entry as needed
• Participate in monthly verification projects and quality initiatives
• Consistently meet/exceed productivity, quality, and conversion metrics
• Maintain confidentiality and adhere to all compliance/ethical standards

Lead Conversion Specialist