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- ...and assessment of Bancassurance Sales Officers Closely coordinating and monitoring daily activities of BSOs, including following up accounts for closing and reporting all activities to Region Head and/or Sales Head on a daily basis Spotting performance gaps that...
- ...ISA/Appointment Setter (Voice) Key Responsibilities: Call and engage leads to schedule appointments with clients Conduct follow-ups and nurture prospects until appointments are set Handle inbound calls, texts, and emails from potential clients Follow scripts to...
- ...Backer (Non-voice) Key Responsibilities: Manage and update leads in CRM (data entry, tagging, pipeline tracking) Respond and follow up with leads via SMS/email to set appointments Track communications and maintain accurate lead records Coordinate appointments and...
