• 
  Outbound calling
• 
  Sales engagement (upsell and cross-sell)
• 
  Database accuracy and management
• 
  New business prospecting
• 
  Professional customer communication

• 
  Conduct outbound calls to existing customers using approved calling scripts
• 
  Confirm and update customer information in the CRM system
• 
  Understand customer needs and present appropriate Heart Saver products and services
• 
  Capture call notes and outcomes immediately following each call

• 
  Achieves 60–80 completed outbound calls per day
• 
  Accurate and timely CRM updates for every customer interaction
• 
  Professional communication aligned with Heart Saver’s values

• 
  Promote relevant or higher-value products and services to existing customers
• 
  Identify opportunities for additional service uptake
• 
  Qualify leads and schedule follow-up appointments for Relationship Managers or Sales Team
• 
  Support customer retention by reinforcing product value and benefits

• 
  Achieves agreed-upon upsell/cross-sell targets
• 
  Conversion of warm leads into qualified sales opportunities
• 
  Increased customer product engagement

• 
  Maintain accuracy and cleanliness of customer records in the cloud-based database
• 
  Update contact information, service history, and lead details
• 
  Identify and flag duplicate, incomplete, or inactive records
• 
  Comply with internal data standards and privacy requirements

• 
  High accuracy of CRM data
• 
  All updates completed within required timeframes
• 
  Minimal data errors or rework required

• 
  Conduct outreach to new business prospects (primarily B2B)
• 
  Use scripts and prospecting workflows to introduce Heart Saver offerings
• 
  Capture new business lead information and qualify interest
• 
  Convert cold leads into warm opportunities

• 
  Prospecting targets achieved monthly
• 
  Number of qualified new business leads generated
• 
  Increased engagement from new outreach activities

• 
  Provide courteous, professional communication on all calls
• 
  Handle general customer queries and direct complex matters to appropriate internal teams
• 
  Ensure a positive and consistent customer experience

• 
  Positive customer feedback
• 
  Timely, professional handling of queries
• 
  Alignment with customer service expectations

• 
  Engage proactively with the wider team
• 
  Participate in team training, meetings, and continuous improvement initiatives
• 
  Uphold Heart Saver values in all conduct
• 
  Contribute to a supportive and collaborative work environment

• 
  Models behaviours consistent with Heart Saver’s values
• 
  Demonstrates teamwork and cooperation
• 
  Positive feedback from peers and managers
• 
  Participation in team initiatives and shared goals

Requirements

• 
  • 2+ years’ experience in outbound sales, telesales, or lead generation
• 
  • Strong verbal communication and rapport-building skills
• 
  • Confident and professional phone manner
• 
  • CRM or cloud-based database experience
• 
  • Proven ability to follow structured scripts and call workflows
• 
  • Strong attention to detail for data entry and call documentation
• 
  • Reliable, motivated, and comfortable working independently in a remote environment

• 
  • Experience working with B2B customers
• 
  • Knowledge or experience in health, safety, or compliance industries
• 
  • Experience managing large databases (10,000+ records)
• 
  • Familiarity with New Zealand or Australian business environments

• 
  Results-driven and committed to achieving daily/weekly targets
• 
  Warm, confident, and customer-focused communicator
• 
  Adaptable and open to constructive feedback
• 
  Professional, dependable, and takes ownership of responsibilities
• 
  Positive attitude and commitment to continuous improvement

Benefits

• 
  HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)
• 
  Paid Leaves: Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)
• 
  Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more!