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Sales Outreach Coordinator
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The successful candidate will be responsible for developing and implementing effective sales strategies to convert leads into appointments.
The ideal candidate will have a strong understanding of insurance products and services, as well as excellent communication and interpersonal skills.
Main Tasks- Identify and qualify potential clients through various outreach methods.
- Match clients with the most suitable insurance agent based on their needs.
- Schedule appointments and ensure timely follow-up with clients.
- Maintain accurate records of client interactions and updates in the CRM system.