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• Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
• Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
• Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

A busy real estate broker is seeking a proactive, confident, and organized Virtual Assistant to support outreach, marketing implementation, appointment scheduling, and day-to-day administrative tasks. The ideal candidate has experience in real estate cold calling, lead generation, and basic social media implementation. This role begins as part-time with the potential to transition into full-time as workflow expands.

Assist World is a company that offers virtual assistant services.

• Run client phone calls, qualifying inbound leads and conducting sales presentations
• Consistently meet and exceed sales quotas and KPIs
• Own the top of the funnel stage from initial contact to qualification and follow-up

Lavendo is the premier residential construction company in the ADU (Accessory Dwelling Unit) market in Sacramento. The company has successfully transformed into a cutting-edge, technology-driven enterprise without compromising its core values of quality, innovation, and customer satisfaction.

• Lead onboarding sessions that demonstrate how to set up, configure, and manage AI agents.
• Educate customers on best practices and recommended configurations for building effective AI agents.
• Help customers translate their business goals into clear agent structures, prompts, workflows, and inputs.

SalesCloser is an advanced conversational AI platform that acts as a virtual sales agent, capable of delivering personalized sales calls, demos, and follow-ups in real time and in multiple languages. The company's platform enables businesses to automate and scale their sales operations. The company has a global workforce of multi-cultural and talented colleagues with amazing growth opportunities for personal development.

• Manage a team of licensed sales agents, providing guidance on regulatory compliance and NAR best practices.
• Define and deliver brokerage support to agents, ensuring compliance with state licensing laws, association membership, and MLS participation.
• Promptly respond to agents' requests for assistance and problem-solving matters related to complex transaction issues.

Real is a fast-growing national real estate brokerage powered by technology operating in all U.S. states, Canada, and the District of Columbia.

• Talk to property owners and understand their situation.
• Determine if they are better suited for cash offers or listing their home.
• Assist investors in making offers on properties listed on the MLS and curated for the Rebuilt Marketplace.

Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers and real estate investors. They have secured a $65M Series A investment to fuel their expansion and are building a vertically integrated real estate investment business.

• Assist clients in researching, planning, and booking cruises, hotels, and vacation packages.
• Provide personalized recommendations based on clients’ preferences and budgets.
• Work closely with top travel suppliers to secure exclusive deals and promotions.

Destination Knot is a premier travel agency partnered with an award-winning host agency with over 70 years of experience. They specialize in crafting unforgettable getaways, offering cruises, hotels, vacation homes, all-inclusive resorts, and more to their valued clients.

Provide pre-sales support by cultivating new relationships via outbound sales. Engage and qualify all prospective customers as one of the first touch points. Educate and develop leads for the Director of Strategic Accounts team.

Kiavi is one of the nation’s largest private lenders to residential real estate investors (REIs).

Connect with potential clients and schedule appointments for our travel advisors. Help gather basic travel details and ensure a smooth start to each client’s vacation planning process. Reach out to potential clients by phone, email, or messaging.

Destination Knot connects potential clients and schedule appointments for our travel advisors while working from home, helping gather basic travel details.

• Own the full sales-cycle from lead to close including outbound prospecting.
• Conduct cold calls daily to generate self-sourced meetings weekly.
• Meet prospects in person, build relationships, and demonstrate product value, while traveling to events to close deals.

EvenUp is on a mission to close the justice gap using technology and AI, empowering personal injury lawyers and victims to get the justice they deserve.

Acquire and maintain business relationships with clients. Understand client requirements and work on the right solutions. Identify new business opportunities and work towards acquiring them.

VDO.AI is a global advertising technology innovator, providing brands with intelligent high impact solutions that win the war for consumer attention.

• Manage the entire recruitment process from inception to offer delivery.
• Source and recruit IT professionals for various strategic accounts, primarily on a contract basis.
• Build and maintain talent pipelines with high-potential candidates for future job opportunities.

Pinnacle Group connects people with opportunity as a leading workforce solutions company. They support the talent needs of global leaders, and are one of the largest women and minority-owned companies in their industry with a team of service-driven, energetic, and diverse professionals.

Drive new business development through marketing and existing business referrals. Identify prospects' system requirements and provide solutions. Sell back into the existing customer base and promote new company features.

Innovative Computer Solutions powers one of the leading point-of-sale software and e-commerce solutions for the retail wine and spirits industry.

• Manage a portfolio of existing accounts and drive the success of innovative products.
• Build and nurture positive relationships with customers, understanding their needs.
• Develop account strategies that align with customer goals and ensure long-term success.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

Connect with potential clients via phone, email, and social media to introduce hotel booking services. Qualify leads and schedule appointments for travel advisors and hotel specialists. Collaborate with the team to optimize outreach efforts and improve lead conversion.

At Destination Knot, we take pride in helping travelers simplify the planning process by connecting them with the perfect accommodations.

• The Inside Solution Sales Specialist builds relationships with clients while achieving quarterly and annual sales quotas.
• Drive sales opportunities and business relationships over the telephone with influential contacts within Commercial Accounts.
• Manage and nurture accounts to ensure customer satisfaction and guide additional revenue streams.

ServiceNow is a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.

• Contact and engage with company-provided leads via phone and email.
• Qualify prospects based on needs, budget, and decision-making authority.
• Book qualified appointments or close deals when appropriate.

20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets. They aim to improve business efficiency and service delivery through qualified contractors.

• Contact warm and cold leads via phone, text, email, or social platforms.
• Qualify leads based on company criteria and schedule appointments.
• Maintain detailed notes and accurate CRM records.

A leading holistic healthcare and weight loss clinic in Newnan, Georgia, they have helped over 50,000 individuals address the root cause of their health and weight concerns.

This position involves working remotely. The job is focused on guest experience and handling reservations. The role is based out of Boston, Massachusetts.

• Lead deals with employers or provincial health services in Canada.
• Craft and communicate compelling value propositions for target partners.
• Build and maintain a robust sales pipeline through personal prospecting and collaboration with channel teams.

Sword Health is shifting healthcare from human-first to AI-first through its AI Care platform, making world-class healthcare available anytime, anywhere.