Virtual Assistant for Life Insurance Lead Generation and Appointment Setting

We are seeking a motivated and detail-oriented Virtual Assistant to join our team and help us grow our life insurance business. As a virtual assistant, you will play a crucial role in generating new leads, booking appointments (both virtual and physical), and supporting the sales process.

**Key Responsibilities:** 1. **Lead Generation:** – Utilize various online platforms and tools to identify potential life insurance leads. – Engage with potential leads through emails, social media, or other channels to capture their interest. – Maintain and update our lead database with accurate and relevant information.

2. **Appointment Setting:** – Schedule appointments for our life insurance agent, whether virtual or physical, to meet with potential clients. – Coordinate and confirm appointment details with both the agent and the client. – Ensure a smooth handover of leads and appointment details to the agent.

3. **Follow-Up and Support:** – Implement a structured follow-up system to nurture leads and increase conversion rates. – Assist with administrative tasks related to the sales process, such as preparing documentation and reports. **Requirements:** – Strong communication and interpersonal skills. – Excellent organizational and time-management abilities. – Proficiency in using CRM software, Phone Burner, and other relevant tools. – Self-motivated and eager to learn. – Previous experience in lead generation and appointment setting is a plus.

**Benefits:** – Competitive hourly rate and performance-based bonuses every 90 days. – Opportunity to work with a successful life insurance agent and learn the ins and outs of the industry. – Flexible working hours and the possibility of a part-time or full-time role. – [Add any other benefits specific to your company.]

**How to Apply:**

If you are excited about the opportunity to contribute to our success and earn bonuses for your hard work, please provide a detailed plan of how you will generate leads, Facebook ads, LinkedIn, etc. How would you best utilize a monthly budget of $500 to generate new leads? How many leads can you generate in a month?

We look forward to reviewing your application and potentially welcoming you to our team!