Vivian Baluyot

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Appointment Setter/Hot Leads Caller

Zip-estimate Co.Dispatch

Jun 2025 - Current (3 months)

- Responsible for contacting hot leads to qualify potential clients and schedule appointments for workflows, handling multiple tasks efficiently, and providing top-tier client support. - Passionate about helping businesses run smoothly and grow. - In my role as an Appointment Setter and Hot Leads Caller at Zip-estimate Co. Dispatch, I play a critical role in bridging qualified leads with our field contractor teams. My performance is closely tied to KPI analysis, which helps measure and improve the effectiveness of our appointment-setting process. - I track key metrics such as call volume to ensure high productivity, lead contact rate to analyze engagement with hot leads, and appointment set rate to reflect the success of my calls in book

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CALLER/APPOINTMENT SETTER

May 2025 - Jun 2025 (2 months)

As an intern at Virtual Teammate, I am responsible for making outbound calls to potential clients, presenting the company's services, and qualifying leads. I schedule appointments for the sales team, maintain detailed call records, and support ongoing lead generation efforts. This role conti nues to strengthen my communication skills, professionalism, and ability to work effectively in a virtual team setting.

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Executive Virtual Assistant Apprenticeship Batch 11

SURGE MARKETPLACE

Feb 2025 - Mar 2025 (2 months)

Gained expertise in virtual administrative tasks, email handling, calendar management , and social media assistance. Trained in CRM management, data entry, and business operations support. Enhanced organizational and multitasking skills to efficiently assist clients.

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Financial Advisor

Sunlife Grepa Financial Inc.|

Dec 2019 - Dec 2024 (5 years 1 month)

Assisted clients in financial planning, investment strategies, and wealth management, ensuring a personalized approach to meet their unique financial goals. Built and maintained long-term client relationships through tailored financial solutions, fostering trust and satisfaction. Conducted financial assessments and risk analysis for diverse clientele, applying a disciplined, client-focused sales strategy. Additionally, leveraged skills in lead generation and engagement tracking, recognizing the importance of CRM tools like HubSpot and Salesforce in optimizing productivity and performance within the financial advisory landscape.

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Virtual Assistant Trainee

SURGE MARKETPLACE

Nov 2015 - Jan 2024 (8 years 3 months)

As a Virtual Assistant Trainee, I gained hands-on experience in managing and updating client information, monitoring leads and tasks, and automating follow-ups, which enhanced my organizational skills and attention to detail. I utilized Zoho CRM to support sales and customer service teams by keeping client records organized and ensuring timely communication. Additionally, I managed emails, scheduled meetings, and set reminders using Microsoft Outlook, which built my ability to handle professional correspondence and prioritize daily tasks—key responsibilities when supporting executives or managing remote operations. Furthermore, my exposure to Salesforce, an advanced CRM tool, allowed me to develop strong data entry, research, and client com

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Customer Service Representative (CSR)

HSBC DATA ELECTRONIC PROCESSING PHIL.

Jun 2008 - Oct 2010 (2 years 5 months)

Handled custom er inquiries, complaints, and service requests professionally and efficiently. Maint ained high customer satisfaction through effective problem resolution and support. Provided product knowledge and assistance to clients, improving retention rates.

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General Non-Life Insurance Agent

Prudential Guarantee and Assurance Inc.

Jan 2001 - Jan 2024 (23 years 1 month)

Provided clients with expert guidance on insurance products, ensuring optimal coverage for their needs. Processed insurance applications, handled claims, and maintained strong client relationships. Conducted market research and lead generation to expand the client base.

Vivian Baluyot

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