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valdeon grizzle

@valdeongrizzle

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Client Success Coordinator at FedLegacy, scheduling qualified retirement consultations for U.S. federal employees.

Jamaica

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At FedLegacy, I introduce U.S. federal employees to retirement consultation services and connect them with advisors. I make 150+ outbound calls daily and schedule an average of 2–3 qualified appointments per day.

As an Appointment Setter at The Loan Atlas, I contact loan originators, qualify prospects, and schedule consultations with the Client Success Manager. I also manage the sales pipeline in GoHighLevel.

At JVM Lending, I conducted outbound prospecting, qualified prospective clients, and scheduled appointments. Across my customer-facing roles, I’ve supported clients and handled inquiries in remote and high-volume environments.

Experience

Work history, roles, and key accomplishments

Current

Appointment Setter

Current

The Loan Atlas

Jan 2024 - Present (2 years 10 months)

Contacts loan originators to introduce coaching services, qualifies prospects, and schedules consultations. Manages the sales pipeline in GoHighLevel and uses ChatGPT for follow-up communications.

GoHighLevel ChatGpt Lead Qualification Appointment Setting Sales Pipeline Management

Current

Client Success Coordinator

Current

FedLegacy

Oct 2023 - Present (3 years 1 month)

Conducts 150+ outbound calls daily to introduce U.S. federal employees to retirement consultation services and schedules qualified appointments. Uses ChatGPT for client communications and applies coaching feedback to improve performance.

Kixie ChatGpt Outbound Calling Appointment Setting Client Engagement Communication Skills

Sales Development Representative

JVM Lending

Apr 2022 - Jun 2022 (2 months)

Conducted outbound prospecting using Salesforce CRM, qualified prospective clients, and scheduled appointments. Maintained accurate prospect records and worked toward a monthly target of 40 qualified appointments.

Salesforce Outbound Prospecting Lead Qualification Appointment Setting CRM Management

Inside Sales Agent

Phone Animal (JVM Lending)

Nov 2020 - Mar 2022 (1 year 4 months)

Conducted outbound prospecting for the JVM Lending campaign, qualified prospects, handled objections, and scheduled appointments. Worked toward a monthly target of 40 qualified appointments.

Outbound Prospecting Lead Qualification Objection Handling Appointment Setting