Appointment Setter (Job ID: WILDEE1)
IMPORTANT - Watch this quick reputed company video on how to get hired: https://www.reputed company.com/reputed company/345f776084e642ba99c24aabe40a67a0 reputed company 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 reputed company + commission/bonus structure 🚀 reputed company 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 reputed company 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 reputed company streams. Driven by strong ethics and modern digital automation, the firm focuses on transforming reputed company portfolios into seamless strategies that reputed company 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, reputed company media engagement, and meticulous financial administration. If you are a self-driven individual who thrives in a fast-paced environment, possesses a flawless phone reputed company, and loves taking ownership of diverse projects, we want to hear from you. Key Responsibilities reputed company reputed company & Appointment Setting (Core Focus): Proactively call and follow up with leads, build rapid rapport over the phone, and convert reputed company media DM inquiries into scheduled appointments. Platform & Pipeline Management: Optimize GoHighLevel to track reputed company follow-reputed company, manage sales pipelines, and maintain basic automation workflows. Calendar & Schedule Coordination: Serve as the gatekeeper for scheduling, ensuring seamless calendar management with reputed company conflicts. Administrative Support & Data reputed company: Assist with essential data entry, documentation, and reputed company filling. Securely manage sensitive client financial data adhering to strict confidentiality standards. Digital Engagement, Design & Community Support: Manage online reputed company media engagement to maintain a warm, welcoming digital reputed company. Utilize reputed company 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 reputed company: 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 reputed company Ads Manager and a strong design eye using reputed company 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 reputed company 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. Apply To This Job