We are seeking a unique and proactive Virtual Assistant to join our team and help manage our family and business needs. This role involves full control over managing calendar appointments for both personal and business schedules, coordinating meetings, providing executive support, and assisting with the setup and daily operations of a new life insurance retirement business. The ideal candidate will:
• Manage calendar appointments and coordinate daily briefings for both myself and my wife
• Handle emails and provide executive support
• Assist with the setup and operations of a new business
• Communicate with clients, make phone calls, verify appointments, and gather information if clients answer
• Utilize GoHighLevel for various tasks and automations
• Manage social media accounts and grow our online presence
• Provide support for our website and client communications
• Be available during American hours, starting at 5 AM CST
• Help drive business profitability through efficient management and support
• Grow with us, taking on more responsibilities and opportunities as the business expands
• Be reliable, a winner, and an asset to my daily life, my family’s daily life, and my business
• Contact clients, nurture them, and ensure they are updated properly in GoHighLevel pipeline
• Be comfortable on the phone, setting and verifying appointments, and ensuring client follow-up
• Be an overall asset, willing to learn, work hard, and contribute to making the business successful
Additional Requirements:
• Availability to work during American hours (starting at 5 AM CST)
• Strong communication skills for client interactions
• Experience in managing social media accounts and online presence
• Ability to manage both business and family-related tasks effectively
• Strong appointment setting and verification skills, with a potential for incentive based on performance
• A desire to grow with the company and take on more responsibilities over time
• Ability to cold call and set appointments with leads generated through our lead generation system
• Flexibility in terms of working days and adapting to the business needs
• Capable of creating presentations and assisting with digital tasks
• Willingness to stick through the learning curve and work hard to contribute to business success
Expectation: I want someone who can help me get my life together and make it seem like I could never live without a virtual assistant.
APPLY FOR THIS JOB:
Company: LeadPlan Marketing
Name: Phillip Gonzalez
Email: