Profile Title
Virtual Assistant | Inside Sales Associate | Lead Generation
About Me
Good listener, versatile, flexible, goal-oriented, punctual, and able to work under pressure even without supervision. Committed to ensuring the team succeeds with all tasks, duties, and responsibilities while collaborating effectively. A team player, flexible, and goal achiever type of leader.
Work Experience
Inside Sales & Client Engagement Associate
McAdam Financial – Finance Industry
Jan 2024 – Jun 2025
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Conducted outbound calls to confirm seminar attendance, set appointments, and follow up on annual reviews.
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Handled inbound inquiries and logged interactions in tracking tools.
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Engaged and qualified leads through research and outreach campaigns.
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Maintained strong communication with older clientele (ages 50–70) using excellent verbal skills.
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Collaborated with the team during daily huddles to support sales goals and client retention.
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Provided training and support to new team members.
Inside Sales Agent
Keller Williams Professionals (Mirelo Team) – Real Estate Industry
May 2023 – May 2024 | Remote
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Conducted daily cold calls using provided s to qualify leads and set appointments.
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Prospected new clients via calls, emails, and texts.
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Managed and responded to social media inquiries.
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Maintained and updated CRM systems (Sierra & Vulcan 7).
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Re-engaged and nurtured past leads.
Virtual Assistant (Scheduler)
Sept 2022 – Apr 2023
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Communicated installation date schedules to departments.
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Coordinated flow and work orders according to quality control and deadlines.
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Communicated with customers regarding schedules and issues.
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Maintained accurate records of trades.
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Handled appointment scheduling and telephone calls.
Virtual Assistant – Lead Generation Specialist
Keller Williams Realty
Sept 2021 – Sept 2022
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Responded to emails and phone calls.
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Scheduled meetings and sourced new sales opportunities.
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Routed qualified opportunities to sales executives.
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Managed contact lists, spreadsheets, and online records.
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Organized managers’ calendars, conducted market research, and created presentations.
Customer Support Specialist (E-Commerce – Shopify)
Gardner E-Commerce
Jan 2020 – Aug 2021
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Provided customer support through phone, email, and chat.
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Handled complaints, provided solutions, and followed up.
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Assessed customer needs and delivered positive customer experiences.
Contact Center Agent – Pharmacist Sales Representative
TransparentBPO
Jan 2021 – Sept 2021 | Graveyard Shift
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Made outbound and inbound customer calls to promote and sell products.
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Handled customer concerns and documented interactions.
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Maintained professionalism and product knowledge.
Customer Service Representative (Order Entry)
Iqor – Bacolod City
Jun 2018 – Jan 2021 | Graveyard Shift
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Provided information about products and services.
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Took orders, handled billing, and managed complaints.
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Recorded customer contacts and actions taken.
Technical Support Representative (Internet Help Desk)
Teletech – Bacolod City
2016 – 2017 | Graveyard Shift
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Diagnosed and resolved basic network and modem issues.
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Guided customers through hardware/software configurations.
Education History
University of St. La Salle – BSBA Major in Operations Management, 2023
Seminars Attended:
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How to Invest for Long Term Growth
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Logistics in the Midst of Globalization
Skills
Soft Skills:
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Conflict Resolution
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Excellent Communication
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Troubleshooting
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Flexible & Reliable
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Strong Work Ethic
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Attention to Detail
Hard Skills:
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Microsoft Office (Word, PowerPoint, Outlook, Teams)
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CRMs (Follow Up Boss, Vulcan 7, Call Shaper, Rently, Propertyware, Call Rail, Sierra, Salesforce)
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Google Suite (Docs, Voice, Sheets, Maps)
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Trello, Shopify, Slack, Klarna, Deputy, Canva, Phone Burner, Ring Central, Spokeo, LinkedIn, Leadjig
Recognition / Awards
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Most number of KUDOS surveys (July 2017 – Teletech)
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Overall Top Agent (Jan 2018 – Iqor)
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Customer Service Awardee (Aug 2019 – Iqor)
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Quality Award (Aug 2020 – Iqor)
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Top Agent / Top Seller (July 2021 – TBPO)
Service Calendar
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