Sales & Case Management Consultant

Verified

$7/hr

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Outline

Looking for Part-Time work (4 hours/day) at $7/hour

High School Diploma

English proficiency Fluent

Professional Summary

I am an experienced client-focused professional with expertise in case management, consultative sales, cold calling, and customer service. I specialize in building strong client relationships, understanding client needs, providing tailored solutions, and guiding clients through processes from initial consultation to completion. My strengths include effective communication, active listening, problem-solving, negotiation, objection handling, and attention to detail. I am confident working independently in a remote environment, managing multiple cases and priorities while maintaining a high standard of service and professionalism. With experience supporting Australian and US clients, I am comfortable handling sensitive financial information, explaining complex processes in a clear and easy-to-understand way, following compliance requirements, and maintaining consistent communication and follow-ups. I bring a combination of sales ability, client care, organization, and case management exp

Skills & Experience

Skills

2-5 Years

English Teaching 1-2 Years

- Customer Service 5-10 Years

Client Communication 5-10 Years

Case Management 2-5 Years

Airtable 2-5 Years

Cold Calling 2-5 Years

Hubspot 2-5 Years

Documentation Management 2-5 Years

Customer Support > Claims Handling > Virtual Assistance 2-5 Years

Experience highlights

Case Manager

Credit Counsellors Australia · April/2024 – Present

Managed end-to-end Debt Agreement preparation and submission. Liaised with clients for financial documentation, assessed eligibility, and maintained communication with clients, creditors, and internal teams.

Virtual Sales Analyst / Financial Counsellor

Credit Counsellors Australia · April/2022 – Present

Provided financial guidance to clients in difficulty. Generated and qualified leads through inbound/outbound channels. Consistently exceeded sales targets by converting consultations into active cases.

Virtual Assistant - Case Manager Support

Credit Counsellors Australia · April/2018 – Present

Supported Case Managers with client communication, documentation, and coordination with banks/creditors. Managed phone and email communications while maintaining confidentiality.

Virtual Assistant - Real Estate

The Bob Lucido Team of Keller Williams · October/2017 – Present

Conducted appointment setting and cold calling targeting FSBO, expired listings, and off-market properties. Performed circle prospecting to generate opportunities.

Seller Support Associate

Amazon – Teleperformance Cebu IT Park · April/2016 – Present

Provided phone and email support to sellers regarding registration, selling, payments, and after-service concerns.

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