Sales Specialist (B2B)

Looking to take your career to the next level? Then this role is for you! Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Profile Requirements: Min 2 Years of Experience in Sales, Outbound Sales, Cold Calling, Appointment Setting, or a Similar Role Previous sales experience is required Strong experience making high volumes of outbound phone calls, conducting email outreach, and consistently following up with prospects Proven ability to qualify leads, overcome objections, and schedule appointments for sales representatives or business owners Previous life insurance sales experience is a plus Experience in financial services, forex trading, fintech, or related industries is preferred Experience upselling additional products, cross-selling services, and identifying sales opportunities Strong phone presence, persuasive communication skills, and professional relationship-building abilities Excellent written and verbal English communication skills Experience managing customer follow-ups, lead nurturing campaigns, and appointment scheduling Ability to confidently engage prospective customers and explain available products and services Strong objection-handling, lead qualification, and appointment setting skills Experience using CRM systems, sales pipelines, and customer communication platforms Familiarity with Hub.

Spot, Go. High. Level, Salesforce, or similar CRM systems is preferred Experience coordinating calendars, confirming appointments, and managing follow-up schedules Strong organizational, multitasking, and time management skills Ability to manage large volumes of prospects while maintaining accurate records Comfortable working toward daily calling, email, conversation, and appointment setting targets Self-motivated, persistent, confident on the phone, and comfortable with high-volume outbound prospecting Ability to work independently, maintain consistent sales activity, and achieve performance goals Proactive, dependable, organized, persuasive, and results-driven Core responsibilities: Make a high volume of outbound phone calls daily to prospective and existing clients Qualify interested prospects and schedule appointments for the sales team, owner, or business partners Conduct consistent cold calling, email outreach, and follow-up campaigns to generate new business opportunities Follow up with new leads, previous inquiries, and prospective clients who have not yet moved forward Reengage inactive clients and prospects who previously expressed interest in available services Maintain consistent communication through phone calls, emails, and messages to convert interest into scheduled appointments Identify prospective customers who may benefit from financial services, insurance products, or additional offerings Ask qualifying questions to understand customer needs, interests, current services, and purchasing timelines Introduce available products and services and communicate their benefits to prospective customers Identify opportunities to upsell additional insurance products and cross-sell relevant services Build relationships with existing clients to encourage additional business and referrals Use strong sales techniques to overcome objections, build trust, and encourage prospects to schedule consultations Schedule discovery calls, sales consultations, and follow-up appointments with the appropriate team members Coordinate appointment availability with the sales team, owner, and business partners Confirm scheduled appointments, send reminders, and follow up with prospects who miss or cancel meetings Ensure the sales team receives accurate prospect information and relevant details before scheduled appointments Respond promptly to incoming calls, emails, and customer inquiries Follow up with clients who have registered or expressed interest but have not completed the next step Assist prospective clients with general questions regarding available services and account processes Maintain accurate prospect information, call notes, follow-up activities, and appointment details in the CRM Organize and manage sales pipelines to ensure all leads and opportunities are properly tracked Create follow-up tasks, reminders, and lead nurturing activities within the CRM Update customer contact information, sales activity, appointment status, and relevant account details Track daily sales activities, including outbound calls, emails sent, conversations, qualified leads, and appointments booked Meet established outbound calling, email outreach, lead generation, and appointment setting targets Coordinate with internal teams to resolve customer questions and ensure smooth communication Stay informed on company products, insurance offerings, services, and promotional opportunities Prepare basic sales activity reports and provide regular updates to management Maintain confidentiality and follow applicable financial services, insurance, privacy, and communication requirements Refer insurance recommendations and sales requiring licensure to appropriately licensed personnel unless personally authorized Proactively identify opportunities to increase appointment volume, improve follow-up performance, and generate additional business Assist with additional sales outreach, appointment setting, CRM management, and administrative responsibilities as needed Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO.

Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities. Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!