Samantha Shrestha

Handled warm leads from initial contact via phone, text message and email to build excitement for the purpose of scheduling in home and phone appointments to meet with the energy consultant.

Customer information discovery via conversations to aid in rapport building for the energy consultant.

Utilizing the Pylon website for the design of solar systems.

Performing follow up calls, text messages and emails to ensure no communication breakdowns.

Managing the calendars for the energy consultant to ensure no over booking and to tie in specific areas for in home appointments.

Being initial contact for warm website leads and driving excitement early to encourage the in home appointments where possible, otherwise phone consultations.

Rapport building through customer discovery for later use during appointment, unless performing phone quote there and then.

Utilizing the Open Solar website to design system set ups depending on the customer needs and either presenting at in home appointments or sending off for phone appointments. Also I had the demonstrated ability of creating full proposals on the fly either during phone calls or at in home appointments.

Performing follow up calls, text messages and emails to ask for the sale or answer any questions or concerns.

Managing my own calendar so as to not over book appointments or stretch myself too thin across the greater Brisbane area.

Attending refresher classes for suppliers of panels, inverters and battery manufacturers like Sungrow, Fronius, BYD and Tesla.

Consistently maintaining a lead position for sales for well respected PHI brand after only a few months on the phones.

Leading the team on sales and motivation during Covid and being the pilot team for the company for the work from home model.

Consistently meeting the metrics for the commission structure and consistently scoring 100% on note taking and data entry.

Successfully aiding in the process of migrating CUA Health members over to HBF after the HBF acquisition of CUA Health for the purpose of growing the HBF brand reach in the Eastern states.

Writing, setting out and presenting sales training material for the team during quiet periods as part of my development with a view to moving into the training and development team.

Handling high volume inbound call lines to assist customers with their loan queries and asking follow up questions on behalf of the assessment team to ensure a smooth process.

Identifying, raising alarms and rectifying errors to limit breaches that carry serious implications and repercussions.

Consistently maintaining the lowest weekly numbers for escalations.

Handled high volume inbound/outbound calls with a view to providing a comparison of up to 15 different private health funds.

Following a self scripted process that almost always confidently asked for the sale to close.

Confidently demonstrating rapid response techniques to overcome customer objections.

Attending training and refresher classes for each private health fund at various times.

Twice, consecutively winning the Sergei Award from its inception, recognizing the most consistent quality sales person for the March and June peak periods for 2018. A highly sought after award!