VA for Financial Coach

Company Description:

I am currently building out my side project as a financial coach. I help people tackle debt, building savings, plan for retirement, and invest their money in general. My main product, financial coaching, will be purchased via my website.

Brief Description of Job:

I am looking for a Virtual Assistant to assist with research, marketing, prospecting, outreach, and any other similar tasks that may arise. My goal is to build out a website, drive traffic to said website, and turn leads into clients The ideal individual is great with follow-up, detail-oriented, and can learn quickly.

Here’s what a few typical tasks would look like:

? Sourcing potential leads on LinkedIn and other platforms by first finding individuals who fall into my target demographic then creating messaging that will cause them to visit my website (ultimately creating a sales/marketing strategy).
? Creating basic assets. This could include tidying up existing content (Excel budget tracker) or creating new assets (debt tracking visualization tool)
? Researching a variety of topics such as but not limited to where is X demographic hanging out, what makes individuals seek out a financial coach, what financial information are people looking for the most currently, what messaging is currently resonating, etc.
? Reminding me to stay on task

The ideal person for the role is flexible and understands that each day may be different.

Job Expectations:

High-Speed Internet
Computer Access
Phone Availability (WhatsApp, Google Meet, Zoom)
Excel and Word access

Preferred Qualifications

Must-Have:

? Fluent English reading skills
? Expert English writing skills
? Gmail Suite (Calendar, Gmail) Skills
? Expert organizational skills
? Availability during U.S. central time business hours
? Data Entry Skills (excel, google sheets)

Nice to Have:
? Familiarity with developing a sales/marketing strategy
? Experience sourcing contractors (graphic designer, website developer, etc.)
? Understanding of financial topics ranging from the general (why is investing important) to specifics (what is the difference between a Roth 401(k) and a Traditional 401(k)).

Interview Process

Please introduce yourself at Click to view with the email subject line: “Your New Virtual Assistant”. Please attach a resume, and/or any relevant work samples/experience. If those are unavailable, please include why you’re interested in the role within the email.

I am looking to hire as soon as possible and will pay weekly.