Shanny Pañaque

-Initiate outbound calls to potential clients to introduce auto and home insurance products, assess their needs, and generate interest.
-Engage with prospects to determine their eligibility for insurance products, gathering essential information to qualify leads for further follow-up.
-Accurately input client information, call notes, and lead statuses into the Customer Relationship Management (CRM) system to maintain up-to-date records.
-Schedule consultations and follow-up meetings for licensed insurance agents based on the interest expressed by potential clients during calls.
-Conduct follow-up calls and send emails to nurture relationships with prospects, providing additional
information and encouraging engagement with insurance offerings.

-Manage emails, schedule appointments, organize files, and handle data entry to ensure smooth daily operations.
-Respond to client inquiries, manage communication channels, and provide support to enhance customer satisfaction.
-Organize virtual or in-person events, including sending invitations, and managing attendee lists.
-Conduct market research, gather data, and compile reports to assist in decision-making processes.
-Handle personal tasks for clients, such as managing schedules, and performing research for personal projects.

-Initiate outbound calls to potential buyers and sellers to introduce real estate services, gauge interest, and qualify leads, while adhering to scripts and company guidelines.
-Identify and targeting potential clients through various methods, including researching public records, utilizing databases, and leveraging social media platforms to compile a list of prospects.
-Engage in conversations to assess the needs and motivations of potential clients, determining their readiness to buy or sell, and documenting key information for follow-up.
-Schedule property showings, listing presentations, or consultations for real estate agents based on the interests expressed by leads during calls.
-Accurately enter and update client information, lead status, and call notes in a Customer Relationship Management (CRM) system.
-Send follow-up emails or messages to nurture relationships with leads and encourage further engagement after initial contact.

-Identify and pursue new business opportunities through networking, cold calling, and attending industry events to expand the client base.
-Develop a comprehensive understanding of semaglutide and tirzepatide, educating healthcare professionals on their benefits and clinical data..
-Build and maintain strong relationships with healthcare providers and pharmacists to foster trust and facilitate ongoing communication.
-Create and execute effective sales strategies to promote semaglutide and tirzepatide, ensuring alignment with company goals.
-Manage emails, set appointments using Calendly, and conduct follow ups to ensure efficient communication and maximize client engagement.