Contact warm leads and re-engage prospects. Set qualified appointments for licensed loan officers. Update and maintain detailed notes within LOAI CRM.
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- 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.
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.
- 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.
- 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.
- Make 150–250 calls per day to prospects who have submitted lead forms.
- Book qualified prospects directly onto agent calendars using GoHighLevel or Calendly.
- Update lead tags, appointment status, show/no-show records, and daily performance metrics.
The client operates a fast-growing life insurance agency focused on aggressive expansion.
- Qualifying warm and cold leads, confirming their interest and needs.
- Handling initial questions, and transferring the call or scheduling high-quality, pre-vetted consultations.
- Ensuring the Sales team only engages with the most promising and prepared prospects.
The client is a trusted provider of specialized, advanced wound care solutions serving patients across Staten Island, NYC, and NJ.
- Conduct outbound B2B cold calls to prospective clients across U.S. markets.
- Qualify prospects and set appointments for the sales team.
- Follow up with leads via phone, email, and LinkedIn to build relationships and nurture interest.
Gushwork.ai builds AI agents to help SMBs around the world grow their businesses by automating their inbound marketing workflows.
- Coordinate appointments, manage calendars, and track important dates.
- Arrange professional conference travel, including flights, hotels, and registrations.
- Manage renewals for professional memberships, medical licenses, and organizational affiliations.
We are seeking a reliable, detail-oriented Personal Assistant to support a highly accomplished medical professional and their family with day-to-day administrative tasks.
Identify and engage prospective clients through warm calling, networking, or referrals. Build and maintain strong, long-lasting customer relationships to ensure high customer satisfaction. Understand customer needs and recommend appropriate services to guide decision-making.
Vanguard College Prep is a premier, results-driven education company serving high-achieving families across the country.
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.
- Purchase materials from vendors (Amazon, Home Depot, Lowe’s, etc.).
- Work closely with project managers to track tasks and requirements.
- Connect with vendors/subcontractors to follow up on project status.
Wing is redefining the future of work for companies worldwide and aims to be the one-stop shop for companies looking to build world-class teams and place their operations on autopilot. The company fosters an inclusive culture with opportunities for career growth in a fun, supportive environment.
- Outreach to investors via phone to discuss Property Leads value proposition and product offering; a minimum of 200 dials a day.
- Overcoming objections and negotiating solutions while building trust with investors to understand their needs.
- Meeting and exceeding required sales targets; responsible for the amount an investor deposits upon sign up.
Property Leads is a Pay-Per-Lead company that generates high-quality, inbound, motivated seller leads for real estate investors. They are a team of ambitious, results-driven individuals with bold goals for both their company and their personal growth, seeing themselves as a high-performance sports team, focused, competitive, and committed to winning.
- Proactively contact new users to help them book their first session.
- Reduce friction: explain how therapy on Clearly works and what to expect.
- Drive uptake of special packages, coordinating with Marketing.
Clearly is a mental health platform that makes therapy more accessible, affordable, and effective. They combine personalized sessions with therapists and AI-driven support, offering both professional depth and scalability in a single solution with a network that includes nearly 800 trusted, verified psychotherapists .