IMPORTANT - Watch this quick Loom video on how to get hired:
https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0
C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.
PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH
Appointment Setter
🆔 Job ID: WILDEE1
🏢 Industry: Financial Services
🌎 Location: LATAM / South Africa
🕒 Job Status: Full Time
⏰ Work Schedule: Monday to Friday, 8:00 AM to 5:00 PM (EST)
💰 Salary: $8 - $10/hr base + commission/bonus structure
🚀 Target Start Date: ASAP
ROLE OVERVIEW
About the Client
The client is a premier financial services and retirement planning practice led by a veteran virtual financial advisor with over 35 years of elite wealth management experience. The firm specializes in delivering holistic retirement blueprints, wealth protection, and tax-efficient income strategies for individuals and business owners.
Partnering with top-tier financial carriers, they offer secure, market-linked retirement solutions—including fixed index annuities—designed to safeguard capital while ensuring predictable, lifelong revenue streams. Driven by strong ethics and modern digital automation, the firm focuses on transforming complex portfolios into seamless strategies that provide clients with long-term peace of mind.
About the Role
The client is seeking a high-caliber, multi-talented Virtual Assistant to join the team. They are consolidating their operations into a single, powerhouse role. This is a unique hybrid position requiring a proactive professional who can seamlessly pivot between high-energy appointment setting, client relationship management, social media engagement, and meticulous financial administration.
If you are a self-driven individual who thrives in a fast-paced environment, possesses a flawless phone presence, and loves taking ownership of diverse projects, we want to hear from you.
Key Responsibilities
- Lead Generation & Appointment Setting (Core Focus): Proactively call and follow up with leads, build rapid rapport over the phone, and convert social media DM inquiries into scheduled appointments.
- Platform & Pipeline Management: Optimize GoHighLevel to track lead follow-ups, manage sales pipelines, and maintain basic automation workflows.
- Calendar & Schedule Coordination: Serve as the gatekeeper for scheduling, ensuring seamless calendar management with zero conflicts.
- Administrative Support & Data Security: Assist with essential data entry, documentation, and form filling. Securely manage sensitive client financial data adhering to strict confidentiality standards.
- Digital Engagement, Design & Community Support: Manage online social media engagement to maintain a warm, welcoming digital presence. Utilize Canva to design eye-catching promotional flyers and marketing assets as needed.
Qualifications & Skills
- Proven Experience: 3 to 5+ years of experience in outbound appointment setting, sales, or executive financial administrative roles.
- English Fluency: Fantastic verbal and written communication. Exceptional phone etiquette and conversational skills are mandatory.
- Technical & Digital Marketing Proficiency: Hands-on experience or strong comfort level with GoHighLevel. Experience navigating Facebook Ads Manager and a strong design eye using Canva to create flyers are highly beneficial/plus factors for this role.
- Proactive & Self-Driven: A professional who stays busy, identifies areas of improvement, and drives results without needing constant direction.
- Meticulously Detail-Oriented: Absolute precision when filling out financial forms and handling sensitive client data.
- Master of Multi-Tasking: Ability to smoothly transition between phone calls, data entry, content creation, and DM management throughout the day.
- Trustworthy: A proven track record of loyalty and tenure in previous virtual roles.
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