Sales, Business Development, Lead Generation, Cold Calling, Appointment Setting

I have developed strong cold calling skills through years of hands-on experience across various industries, especially in real estate, business development, and fundraising. Cold calling has been a central part of my sales strategy, helping me identify qualified leads, build rapport with prospects, and convert conversations into appointments, quote requests, and closed deals. In my current role as a Business Development Representative at Advantage Drafting, I make regular cold and warm calls to both prospects and inactive clients to generate interest, qualify opportunities, and hand them off to our estimating team. My goal is to maintain a steady pipeline by being consistent with outreach and follow-up, while also delivering a clear and compelling value proposition. Earlier in my career, I held multiple roles where cold calling was my main focus: At Calltend, REMAX Select, Hometown Investment Group, and Leerdam Properties, I made outbound calls to FSBO and expired leads across U.S. real estate markets. I qualified homeowners, gauged their interest in selling, and scheduled appointments for agents and investors. As a Real Estate Inside Sales Agent and Appointment Setter, I also followed up with agents to ensure deal flow and communication were on track. While working as a Fundraiser for Partnership with Native Americans, I made cold calls to potential donors, explained our cause, answered questions, and persuaded individuals to contribute. As a Financial Consultant at Prulife UK, I cold-called potential clients to introduce financial planning services and insurance solutions tailored to their goals and needs. Throughout all these roles, I’ve used platforms like Five9, Mojo, Vulcan7, Ready Mode, Salesforce, and Zoho to manage call lists, track interactions, and document outcomes effectively. Cold calling has taught me resilience, quick thinking, and the ability to engage people from the first few seconds of the conversation—all crucial to creating opportunities and driving results.

I have extensive experience in lead generation across multiple industries, including drafting services, real estate, fundraising, and financial consulting. Throughout my career, I’ve used a variety of tools and strategies to consistently identify, qualify, and nurture leads to support business growth and sales goals. In my current role as a Business Development Representative at Advantage Drafting, I actively generate leads by making cold and warm calls to prospects and inactive clients. I manage cold email campaigns using tools like Instantly and Zoho CRM, and I maintain a well-organized and up-to-date pipeline. I qualify leads, communicate our value proposition, and pass promising opportunities to the estimating team and account managers—my success is measured by the number of quote requests generated and awarded. Previously, I: Worked as a Real Estate Cold Caller and Inside Sales Agent with companies like Calltend, REMAX Select, and Hometown Investment Group, where I focused on calling FSBO and expired leads, identifying potential sellers, and setting appointments for investors or real estate agents. Served as a Chat Lead Generator at The Leo Group, where I engaged homeowners through live chat to gauge their interest in selling and captured qualified leads for follow-up. Acted as a Financial Consultant at Prulife UK, where I generated leads through networking and outbound calls, helping clients plan their financial goals and offering appropriate solutions. Handled fundraising lead generation with Partnership with Native Americans by reaching out to donors, building relationships, and qualifying individuals for potential contributions. I’m skilled in using CRMs like Salesforce, KVCore, Five9, Mojo, and Ready Mode, and I’ve consistently delivered results by combining persistence, clear communication, and a solutions-oriented mindset to turn cold prospects into qualified opportunities.

I have over 12 years of experience in sales, lead generation, and customer service across various industries including real estate, fundraising, financial services, and drafting support. Throughout my career, I’ve developed strong skills in cold calling, telemarketing, appointment setting, business development, and CRM management. Currently, I work as a Business Development Representative at Advantage Drafting, where I focus on generating leads, making both warm and cold calls, managing cold email campaigns through platforms like Missive and Zoho CRM, and maintaining an organized pipeline of prospects. I also gather and analyze client feedback to help improve our services. In my previous roles, I: Worked extensively as a Real Estate Cold Caller and Appointment Setter, where I reached out to FSBO and expired leads, qualified potential sellers, and scheduled appointments for investors and agents. Served as a Fundraiser for a nonprofit, where I persuaded donors to support our mission and maintained accurate donor records. Worked as a Financial Consultant at Prulife UK, where I helped clients set financial goals and offered tailored investment and insurance solutions. Acted as a Chat Lead Generator for The Leo Group, engaging with homeowners to identify potential property sellers and setting up appointments. I’m also highly experienced with tools like Salesforce, KVCore, Five9, Mojo, Vulcan7, and Slack, which help me stay efficient and organized.

I have solid experience in telemarketing, which has been a key part of my work across multiple industries including real estate, nonprofit fundraising, financial services, and business development. I’ve consistently used outbound calling to connect with potential clients, present solutions, qualify prospects, and drive conversions.