Real Estate Sales & Operations Virtual Assistant

We are hiring a high-performance Real Estate Virtual Assistant focused on outbound prospecting, CRM management, and operational support.

This role is:

40% Outbound Calling & Follow-Up
40% Admin & CRM Management
20% Financial & Operational Coordination

This is a performance-based role with bonuses tied directly to appointments and closed transactions.

Core Responsibilities
1- Outbound Calling & Lead Generation (40%)
100 calls per day (FSBO, expired listings, geographic farming, database follow-up)
Qualify seller motivation
Identify warm leads
Book listing appointments
Log detailed call notes in Follow Up Boss
Maintain pipeline integrity

Weekly Targets:
5 warm leads
Minimum 1 qualified appointment

Tools:
Mojo Dialer
Follow Up Boss CRM

2- Admin & CRM Management (40%)
Calendar & inbox management
Follow-up scheduling
Database tagging & cleanup
Digital signature coordination
Transaction checklist management
Maintain zero CRM backlog
Success Metric:
No missed follow-ups
Clean and organized CRM at all times


3- Financial & Operations Support (20%)
Categorizing transactions in QuickBooks Online
Monthly reconciliation
Tracking rental/property performance
Preparing simple cash flow & P&L summaries
KPIs & Performance Metrics

Daily
100+ outbound calls
All notes logged in CRM

Weekly
5 warm leads
1 qualified appointment

Monthly
Financial reconciliation complete
CRM fully updated
Bonus review

Compensation
$5/hour base
$25 per qualified appointment set
$300 per closed transaction

Top performers can substantially increase income through performance bonuses.


Ideal Candidate:

Excellent spoken English
Comfortable with cold calling and objection handling
Extremely organized and detail-oriented
CRM disciplined
Familiar with QuickBooks Online
Self-directed with minimal supervision


You will be ahead if you submit a voice recording about yourself and role play:


Submit a short video (or audio if more comfortable) assessment (2 to 5 minutes max) .
Please record yourself answering the following:
1- Introduce yourself and describe your cold calling experience.
2- Roleplay this situation:
You are calling a homeowner in one of these three scenarios (chose one):
-Homeowner whose listing expired
-Homeowner in Manhattan Beach that lived there since 1965
-Executor of a testate real estate (owner passed away, calling heirs)

Introduce yourself as working for Shoreview Partners, Real Estate brokerage out of Manhattan Beach. Your goal is to qualify them as potential clients, and ultimately set an appointment to walk the property an provide some value (apprise estimate, upgrades, off market sale...)

They say:
"We're not interested. We're just going to wait before selling again."

Respond naturally as if on the phone.


3- Tell us what success in this role would look like for you in 12 months, and how many cold calls have you made in a single day before?

Please submit your video or audio via Google Drive link here