Sales Specialist (B2B)

Requirements: Up to 2 Years of Experience in outbound calling, sales, appointment setting, collections, or lead generation B2B sales or B2B appointment-setting experience is strongly preferred. Experience speaking with business owners, executives, or decision-makers is preferred. Strong phone communication and interpersonal skills Comfortable making a high number of outbound calls daily Ability to build rapport quickly and maintain engaging conversations Strong organizational skills and attention to detail Experience using CRM systems and managing lead pipelines Experience with Salesforce, 8x8, or similar CRM/dialer platforms is an advantage but not required. Ability to multitask and maintain consistent follow-up across multiple leads Strong spoken English and professional phone presence Self-motivated, persistent, and goal-oriented Ability to work independently in a fast-paced sales environment Basic understanding of business funding, banking, underwriting, or lending is a plus but not required. Employer benefits, insurance, or PEO experience is not required, but B2B exposure would be helpful for future campaign expansion. Must be coachable and comfortable learning financial services concepts, scripts, compliance-sensitive language, and campaign-specific qualifying questions. Core responsibilities: Make a high volume of outbound cold calls to prospective and previous applicants daily Speak with business owners, franchise owners, and decision-makers regarding their funding needs, business goals, and potential interest in financial services. Initially support the small business lending campaign by identifying companies looking for working capital, business funding, or financing solutions. Qualify leads by gathering information related to revenue, business operations, and financing needs Conduct discovery conversations and identify potential opportunities for funding solutions Schedule qualified appointments for funding advisors and sales representatives Ask basic qualifying and close-ended questions to determine whether the prospect is serious and ready for a follow-up conversation Maintain strong follow-up with leads through phone calls, text messages, and email communication Confirm appointments and ensure prospects are prepared for scheduled calls Build rapport quickly and maintain professional communication with business owners Handle objections confidently and keep conversations productive and goal-oriented Update CRM systems with accurate notes, lead information, and call outcomes Manage lead pipelines and ensure no opportunities are missed Respond quickly to warm leads and inbound inquiries when available Follow scripts and processes while adapting naturally during conversations Collaborate with internal sales teams regarding lead quality and appointment flow Meet daily and weekly outreach and appointment-setting goals Potentially support employer benefits / PEO-related outreach in the future, which may involve speaking with higher-level B2B contacts such as C-suite executives, HR decision-makers, and business owners.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities. Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!