Juan - Appointment Setter with 13 years diverse customer service experience

Tijuana, Baja California, MexicoRemoteen

Established over 100 appointment bookings daily for solar sales, demonstrating persistence and outreach skills

Closed an average of 4 loan accounts per month, increasing loan portfolio and client base

Published on CazVidVideo interview availableOpen to remote

Summary

Juan Hidalgo is a bilingual (Spanish/English) professional with extensive experience in appointment setting, sales, customer service, and financial loan processes across diverse industries including solar energy, real estate, and finance.

Video Resume

Key Achievements

Developed and maintained relationships across various sectors including real estate and finance

Skills

Communication SkillsExpert

Effectively conveyed product information and handled client inquiries in bilingual settings

Sales & NegotiationAdvanced

Persuasively discussed offerings, overcame objections, and met sales targets in different industries

Customer Relationship ManagementAdvanced

Developed and maintained strong relationships with clients and real estate agents

Appointment Setting & Lead GenerationExpert

Set appointments and generated leads across solar, mortgage, and supplement sales for over 13 years

Financial & Loan Processing

Experience

Appointment Setter

Trisource De Mexico

July 2021 - Current

Acted as first point of contact and set appointments for prospective Solar clients., Answered phone calls and answered questions from potential customers., Made 100+ phone calls daily to establish first contact with potential customers and set meetings with salespeople., Received inbound calls and initiated outbound daily calls to introduce customers to products and services offered., Promoted increased sales through outgoing calls demonstrating excellent product knowledge.

Telemarketing Sales Representative

Baja Call center

December 2017 - April 2020

Answered inbound telephone calls from interested customers to persuasively discuss offerings., Answered questions about company offerings with knowledgeable responses about products and services., Explained product prices and packages as well as answered questions and addressed concerns of customers., Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas., Overcame objections using friendly, persuasive strategies., Opened new accounts and documented personal, demographic and payment information in system.

Junior Loan Officer

IET Capital

January 2015 - November 2017

Developed prospects for new loans by conducting 100+ cold calls daily., Explained very technical financial information to applicants in easy-to-understand language., Monitored pipelines to track and log status of loans., Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans., Increased loans and earnings by closing 4 new accounts in every month., Developed and maintained relationships with local real estate agents., Successfully closed average of 4 loans per month., Advised clients on mortgage, education and personal loans.