A small but growing Real Estate and Insurance husband and wife team are looking to grow and is hiring a first Virtual Assistant to assist with administrative tasks. 20 hrs/week to start, but as the business grows, capacity for more hours can and will be added.
Fil-Canadian employer, so there won’t be a language barrier.
Administrative:
* Data Entry – entering contract details into virtual office and CRM (KVCore/Prospects for RE, Hubspot for Insurance)
* Document Upload – Uploading documents to Virtual Office
* Client/Service Provider Liaison when necessary – Confirming courier service for bank draft (role may expand in the future), * obtaining addresses and time.
* Database management – Ensuring data is accurate and mostly complete
* Client liaison when necessary – Email using templates provided
* Future role – Using ChatGPT AI to complete real estate listing details for REALTOR review and approval
Appointment booking:
* Outbound calling, texting, and emailing to clients and strategic alliances/referral partners, calendar scheduling (Google * Calendar) for nurture. (Real Estate, scripts and templates provided). Fill calendars with pre-qualified appointments.
* Client annual review appointments email, text, phone calls (Insurance)
* Online lead follow -up. We regularly get leads from our website and advertisements (scripts)
Defined procedure and system manual.
Experience with real estate or insurance agency is preferred.
Requirements:
– Tagalog speaking is an asset as 80% of our client base speaks Tagalog
– Reliable internet at home
– Ability to work without supervision, and follow procedures and checklists
– Attention to detail
Please respond with a brief introduction with your CV in a Google Drive/OneDrive/iCloud link, and I will respond to qualified candidates and set interview times.
EDIT: Thank you to those interested. However due to our busy schedules, we may not respond to every single applicant and only the most qualified applicants will be contacted.
Thank you and looking forward to connecting with you!
APPLY FOR THIS JOB:
Company: HomeLife Media
Name: Ariell Arevalo
Email: