Sales Assistant

The Virtual Sales Assistant will be responsible for supporting sales growth primarily through lead identification, account research, and maintaining clear, organized data systems. This role is essential to expanding the book of business by supplying high-quality prospect information and ensuring the producer’s tools and documents remain clean, structured, and actionable.

Key Responsibilities

Account Research: Identify potential commercial insurance prospects, find decision-makers, gather basic company info, and build weekly prospect lists.
Data Organization: Maintain clean, structured Excel lead lists and Notion databases for prospects, pipeline, and notes.

Skills Needed

Strong online research skills
Proficiency with Excel (sorting, filtering, formatting)
Experience using Notion databases
Detail-oriented and organized

Success Metrics

Consistent weekly delivery of qualified accounts
Clean and accurate Excel/Notion organization
Easy-to-navigate systems that save the producer time