Job Summary
The primary objective of this role is to engage with incoming leads, assess their timeshare circumstances, and determine their eligibility for scheduled appointments. Additionally, it is crucial to maintain precise records of all interactions and lead statuses within the Salesforce Customer Relationship Management (CRM) system.
Responsibilities
- Conduct calls with inbound leads to evaluate their timeshare situations.
- Pre-qualify leads for appointment scheduling based on established criteria.
- Accurately log all interactions and update lead statuses in the Salesforce CRM.
Qualifications
- 2-3 years of demonstrated sales experience, with a strong preference for telesales background.
- Proven history of achieving sales targets and goals.
- High level of organization and self-motivation.
- Experience working in an office environment and familiarity with Mac systems and CRM software.
Wesley Financial Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
