Virtual Assistant for Life Insurance Lead Generation and Appointment Setting

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TYPE OF WORK

Part Time

WAGE / SALARY

400

HOURS PER WEEK

30

DATE UPDATED

Dec 24, 2025

JOB OVERVIEW

We are seeking a motivated and detail-oriented Virtual Assistant to join our team and help us grow our life insurance business. As a virtual assistant, you will play a crucial role in generating new leads, booking appointments (both virtual and physical), and supporting the sales process.

**Key Responsibilities:** 1. **Lead Generation:** - Utilize various online platforms and tools to identify potential life insurance leads. - Engage with potential leads through emails, social media, or other channels to capture their interest. - Maintain and update our lead database with accurate and relevant information.

2. **Appointment Setting:** - Schedule appointments for our life insurance agent, whether virtual or physical, to meet with potential clients. - Coordinate and confirm appointment details with both the agent and the client. - Ensure a smooth handover of leads and appointment details to the agent.

3. **Follow-Up and Support:** - Implement a structured follow-up system to nurture leads and increase conversion rates. - Assist with administrative tasks related to the sales process, such as preparing documentation and reports. **Requirements:** - Strong communication and interpersonal skills. - Excellent organizational and time-management abilities. - Proficiency in using CRM software, Phone Burner, and other relevant tools. - Self-motivated and eager to learn. - Previous experience in lead generation and appointment setting is a plus.

**Benefits:** - Competitive hourly rate and performance-based bonuses every 90 days. - Opportunity to work with a successful life insurance agent and learn the ins and outs of the industry. - Flexible working hours and the possibility of a part-time or full-time role. - [Add any other benefits specific to your company.]

**How to Apply:**

If you are excited about the opportunity to contribute to our success and earn bonuses for your hard work, please provide a detailed plan of how you will generate leads, Facebook ads, LinkedIn, etc. How would you best utilize a monthly budget of $500 to generate new leads? How many leads can you generate in a month?

We look forward to reviewing your application and potentially welcoming you to our team!

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