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Joe
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Competencies
Demonstrated experience with Roofing Appointment Setting.
Demonstrated experience with Solar Appointment Setting.
Demonstrated experience with Cold Calling.
Demonstrated experience with Warm Lead Follow-Up.
Demonstrated experience with Homeowner Qualification.
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Summary
Professional profile
Experience
Roofing Appointment Setter
Cold call U.S. homeowners to generate interest in free roof inspections and roofing consultations.. Confirm homeownership, property information, roof age/condition, storm exposure, and other campaign-specific qualification criteria.. Handle common objections including not interested, already has a roofer, no visible damage, insurance concerns, timing, and requests to call back.. Schedule qualified homeowners for roof inspections and confirm appointment date, time, address, and decision-maker availability.. Explain the purpose of inspections clearly without overpromising insurance coverage or claim outcomes.. Maintain accurate CRM notes, appointment details, dispositions, callbacks, and follow-up activity.. Experience working roofing campaigns across multiple U.S. markets, including Texas, Arizona, Georgia, and Florida.
Solar Appointment Setter
Contact cold, aged, and warm homeowner leads to identify interest in residential solar and energy-cost reduction options.. Qualify homeowners based on property ownership, electricity usage/bill, interest, and campaign requirements.. Use consultative questions and rebuttals to address concerns about cost, financing, savings, timing, and prior solar contact.. Book qualified solar consultations for closers and maintain detailed CRM notes and follow-up tasks.. Worked both cold outbound and warm lead environments, including leads generated through online/Meta campaigns.
SaaS / CRM Sales Closer
Prospected real-estate professionals through LinkedIn, Facebook, SMS, phone, and outbound channels.. Conducted discovery around pipeline management, follow-up gaps, automation needs, and growth goals.. Delivered live CRM demonstrations and presented a recurring SaaS solution of approximately $300 per month.. Handled pricing, product, implementation, and value objections and followed up with undecided prospects.
Residential Solar Sales Closer
Received qualified homeowner appointments and utility information and used Aurora Solar to prepare residential solar designs and proposals.. Explained system design, projected energy production, potential savings, financing steps, and long-term utility considerations.. Collected information for soft-credit qualification and guided approved homeowners through e-signature and sales handoff.
Immigration Legal Services Sales Closer
Conducted initial prospect intake, gathered case information, maintained notes, and collected consultation payments.. Followed up after attorney consultations, addressed financial objections, discussed payment options, and guided clients through service agreements.. Transferred completed and paid client files to the paralegal team for fulfillment.
Roofing Sales / Insurance Claims Closer
Spoke with homeowners regarding roof concerns and potential storm damage and coordinated roof inspections.. Explained inspection findings, insurance-claim procedures, deductibles, homeowner responsibilities, and roofing agreements.. Maintained homeowner follow-up through adjuster inspections, claim decisions, contract signing, and project handoff.
Real Estate Inside Sales Agent / Cold Caller
Cold called homeowners in Virginia and California, identified potential sellers, qualified motivation and timing, handled initial objections, recorded CRM notes, and scheduled follow-up conversations for real-estate professionals.
Customer Service Representative
Handled billing, technical troubleshooting, account management, plan/service questions, upgrades, customer retention, and issue resolution.
Customer Service Representative
Assisted customers with vehicle reservations, rentals, billing, roadside assistance, and service-related issue resolution.