VIRTUAL Assistant

Job Description:
We are seeking a highly motivated and skilled Virtual Assistant to join our team. The ideal candidate will have experience in insurance cold calling, appointment setting, marketing, and tax software sales. This role requires excellent communication skills, a proactive approach to client outreach, and the ability to manage tasks efficiently using CRMs such as GoHighLevel and SuiteDash.

Key Responsibilities:

Make outbound calls to prospects for insurance cold calling & appointment setting

Conduct follow-ups and nurture leads through phone, email, and CRM workflows

Assist with marketing tasks including email campaigns, social media, and lead generation

Support in selling and promoting tax software & services

Coordinate and manage travel arrangements when needed

Manage and update client records using GoHighLevel & SuiteDash CRM platforms

Track, report, and optimize outreach and marketing efforts

Requirements:

Proven experience in cold calling, appointment setting, or sales (insurance experience preferred)

Knowledge of tax software sales is a plus

Familiarity with CRM systems (GoHighLevel & SuiteDash experience strongly preferred)

Strong organizational and multitasking skills

Excellent verbal and written communication skills

Self-driven, professional, and able to work independently

Availability to work in alignment with our business hours

Preferred Skills:

Background in insurance or financial services

Marketing knowledge (social media, email, or digital campaigns)

Customer service and client relationship management

Employment Type: Virtual/Remote
Compensation: hourly rate, and commission