Inscription - Opener Agent
Internal Job Description
* Ensure you are utilizing the CRM (DEBTRAKKER) and all correspondence is captured, and the information is accurate and up to date (Call Back Date, Status)
* Ensure the Follow-up Process is being followed on all Prospects/Leads/Opportunities in the Sales Funnel
* Log into the Phone system (1BlueRock) / HR System daily (FactorialHR)
* Enter in all prospects assigned to you into the CRM daily
* Take inbound calls within the first 3 riings, and ensure the call is qualified within 1 min and 45 seconds
* For calls that are qualified pass the calls to one of the Asesoras
* Use the Follow-up process to make outbound calls to clients who are at the 10% and 11% stages
* Fill out the Loan Form for LendingUSA for all indviduals who are asking for a Loan or have all accounts in Collections
* Call clients who have any Enrollment Exceptions (SSN, account invalid, account closed) identified by CFTPay
* Call clients who require additional effort to retain them prior to their first payment
* Deliver Exceptional Customer Experience through the Qualification Process
* QA a minimum of 15 enrollments to understand the sales process
* Support the Marketing initiatives
* Ensure clients are responded to within 10 min of inquiry and contact is made within 72 hours or the lead
* Support Monthly Individual Agent and Inscription Department goals
* Enusre that all means of communication by the client have been responded to (eMail, WhatsApp, FB Messenger, ManyChat, Candley, SMS)
* Complete the IAPDA course within 3 months of starting and ever 2 years
Daily Tasks
- Review the daily list of clients to call based on Call Back Date and the follow-up process
- Review the Old Call Back Date list
- Review the Old Note Date List
- Ensure all prospects and leads are in DebtTrakker (CRM) have (Leadsource, Phone#, eMail)
- Update the CRM with notes of every interaction and conversation with a Prospect
- Respond to clients within 10 minutes of the lead entering in during business hours
- Request assistance of the Sales Manager for clients who have specific situations
- Answer the Inbound calls within 10 minutes and pre-qualify the client wihtin 2 minutes - in particular calls come INBOUND marketing
- Ensure missed calls are returned within 1 hour of them occuring
- Ensure that the Follow-up process is being followed
- Attend Daily Enrollment team Meetings (15 min) {previous days performance {# of calls, # of sales, # of leads, conversion %} - set expectations for the day {review marketing campaigns, corrections to behavior, goal for the day}
- Provide exceptional Customer service through every interaction
Weekly Tasks
- weekly QA/Training Meeting to improve on QA issues and on Sales Competencies
Monthly Tasks
- Analyze Inbound/Outbound Call Performance
- Attend the monthly celebrations