Virtual Assistant – Lead Generation & Appointment Setter (Life Insurance)

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TYPE OF WORK

Any

WAGE / SALARY

$400/mo

HOURS PER WEEK

TBD

DATE UPDATED

Apr 27, 2026

JOB OVERVIEW

Hi! My name is Fernanda Silva, and I’m a licensed financial professional who helps families protect what matters most through life insurance and legacy planning.
I’m looking for a dedicated, organized, and friendly Virtual Assistant to help with lead generation, follow-ups, and appointment booking.
Main Responsibilities:
Search for potential leads online (social media, directories, other sources)
Send outreach messages via email, Facebook, Instagram, or LinkedIn (scripts provided)
Follow up with prospects to book qualified appointments
Schedule appointments in our online calendar

Requirements
Strong communication skills and a friendly personality
Experience with lead generation, appointment setting, or sales support is a plus
Familiarity with CRM tools like GoHighLevel
Reliable internet connection and quiet workspace
Self-motivated, organized, and detail-oriented

How to Apply:
Please send:
A short introduction about yourself and why you’re interested in this role

Your resume
A 1–2 minute voice recording introducing yourself (use ---------- or Loom)
Any experience you have with lead generation, social media outreach, or appointment setting

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