Virtual Assistant, appointment setter

Job Title: Virtual Assistant/Sales Specialist
Location: Remote
Job Type: Full-Time (flexible hours)
About Us:
We are a dynamic sales team, focused on helping clients improve their scenario and investment goals. We pride ourselves on exceptional client service, efficient processes, and innovative solutions. We are looking for a motivated Virtual Assistant (VA) to help us streamline operations, manage client calls, and support deal flow.
Role Overview:
As a Virtual Assistant, you will support the validation team & closing team in managing administrative tasks, client communication, and marketing initiatives. You will play a key role in ensuring a smooth process at the front end of the business.
Key Responsibilities:
Manage and update CRM/database, ensuring accurate client and lead records.

Follow up with clients and leads via email, text, and phone scheduling.

Book and manage appointments, including reminders and confirmations.

Administration support, collect, organize, and track client documents for mortgage applications.

Upload and maintain documents in platforms (Pipefile, Monday, HighLevel, Gmail)

Coordinate with team members, sales rep, closer, team lead & Broker

Track individual performance metrics and provide daily updates on work completed

Monitor deadlines and ensure timely follow-up on outstanding tasks.

Qualifications:
Prior experience as a Virtual Assistant, sales experience, cold calling.

Strong organizational skills and attention to detail.

Excellent written and verbal communication skills.

Familiarity with data research, software, CRMs, and Microsoft/Google Office tools.

Ability to work independently, manage multiple tasks, and meet deadlines.

High level of professionalism and discretion with sensitive information.
Working to coordinate with other team members.

Compensation:
Base pay with potential commission/bonus structure based on performance.

Opportunity for growth within the team.
Why Join Us:
Work remotely with a flexible schedule.

Be part of a growing team helping clients achieve their goals.

Stable, Long-Term Opportunity
We’re not looking for short-term help. We want a committed partner who can grow with us and become an essential part of the team.

How to Apply:
Please submit your resume and a brief cover letter outlining your experience and why you’d be a great fit for this role to