James Tretheway
Coburg
Summary
I take great pride in my work because I believe life is defined by how we spend our days. When I take on a job, I’m fully committed to giving it my all. With over a decade of experience in appointment setting, I consider sales and appointment setting my trade, and I’m eager to continue developing my skills in my next role.
Overview
10
10
years of professional experience
Work History
Appointment Setter
Guardian Group Financial Planning
04.2014 - 05.2024
,During my first five years with Guardian Group, I focused on cold calling, with the primary objective of booking appointments for financial planners. These meetings allowed planners to discuss clients' superannuation and the insurance options attached to their super.
In the final five years, I transitioned to handling inbound leads. For four of those years, I also managed the appointment-setting sector of the company.
As both a manager and appointment setter, I was also responsible for confirming and rebooking appointments, as well as managing the financial planners’ calendars.
Salesperson
Simply Energy
01.2014 - 03.2014
Door to door sales for Electrical Retail
Skills
- Script memorization
- Telephone etiquette
- Hubspot CRM
- Positive attitude
- Working in a team
- Achieving KPI
- Thinking on my feet
Timeline
Appointment Setter
Guardian Group Financial Planning
04.2014 - 05.2024
Salesperson
Simply Energy
01.2014 - 03.2014
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