Sales & Marketing Virtual Assistant

We are leading business development coaching company, specializes in supporting the growth and success of financial advisors. We focus on brand refinement, messaging, strategic marketing, and sales to enhance business development. We foster a welcoming, supportive, and inclusive work environment where team members thrive and enjoy helping clients achieve their goals.

Position Overview:
We are seeking a proactive Sales and Marketing Assistant with exceptional organizational, communication, follow-up, and sales skills. This virtual role plays a pivotal part in supporting sales and marketing efforts to attract, engage, and convert prospects into long-term clients while supporting the dynamic work.

Key Responsibilities:
Sales Support:
?• Actively follow up with prospects generated through webinars, ProVisors, LinkedIn, email outreach, and other channels.
?• Manage LinkedIn outreach, including responding to messages, sending calendar links, and nurturing connections.?
• Support prospecting by researching potential clients and strategic partners.?
• Coordinate prospect scheduling and ensure timely communication to move leads through the sales pipeline.

Marketing Support:
?• Assist with event logistics, including setting up Zoom meetings, creating registration pages, and co-hosting webinars (e.g., FAST program).
?• Manage and update client assessments and resources.?
• Help optimize CRM and marketing platforms (e.g., GoHighLevel) for targeted campaigns and communication strategies.
?• Support content scheduling and engagement across LinkedIn and other relevant social media platforms.

Administrative Support:
?• Organize and maintain sales and marketing files in Dropbox
?• Schedule and coordinate Zoom meetings and calls with prospects, clients, and strategic partners.?
• Send e-cards and mailed cards through online systems to clients, prospects, and partners.
?• Manage and update the Outlook calendar efficiently.

Qualifications:
• Mastered Dropbox.
• Proven experience in sales support and/or marketing, ideally in the financial services sector.
?• Strong communication and relationship-building skills with a client-focused mindset.?
• Proficiency with LinkedIn, GoHighLevel, Google Docs, Dropbox, Calendly, and Zoom.?
• Familiarity with managing and engaging on social media platforms to support brand awareness.?
• Exceptional attention to detail and the ability to manage multiple projects simultaneously.?
• Tech-savvy and eager to learn and adapt to new tools.?
• Self-starter with a positive, proactive attitude and strong work ethic.

Job Details:?
• Virtual
• Applications must be able to work during California (Pacific Time) hours.
- 10 to 20 hours per week.

Preferred Experience:?
• Experience in sales and pipeline management.?
• Administrative support in a fast-paced environment.

How to apply
Your resume would be sent to ----------
Use the subject line: [Your Full Name] - Rockstar VA Application.
Include a 2-minute Loom video explaining why you're a great fit.
Mention your favorite productivity tool in the first line of your email.

If you are an organized, sales-driven professional with a passion for supporting business growth, we’d love to hear from you.

Thank you!