Guidance Residential Outbound Team

1. Outbound Communication

Conduct a high volume of daily outbound calls to customers and prospects.

Engage professionally to verify identity, contact details, and other required information.

2. Verification & Qualification

Perform basic information verification following strict company protocols.

Ensure the accuracy, integrity, and completeness of customer and lead data before transfer.

3. Call Transfer

Efficiently transfer qualified and verified calls to the correct internal team, agent, or department.

Maintain a seamless and professional handoff that supports overall workflow quality.

4. CRM Management

Navigate CRM platforms (e.g., Salesforce, HubSpot) with speed and accuracy.

Update customer records, verification details, and call outcomes in real time.

5. Multi‑Tasking & Process Execution

Manage multiple systems, screens, and tools simultaneously while maintaining high call quality.

Follow verification scripts, procedures, and compliance guidelines without deviation.

6. Target Achievement

Consistently meet or exceed daily, weekly, and monthly performance targets for verified calls and successful transfers.

Maintain a strong, performance‑driven work ethic.

7. Compliance & Process Adherence

Adhere to all internal SOPs, scripts, and regulatory requirements related to outbound calling, data security, and customer confidentiality.