Virtual Assistant

A remote role supporting a financial services professional who runs a life insurance business. The work is mainly administrative and sales-support, suited to someone organised, personable and comfortable working with customer relationship software. It offers a flexible, part-time commitment of about 40 hours a month and suits a self-motivated assistant who enjoys keeping busy schedules and client follow-ups running smoothly.

What you'll do

• Follow up with leads and prospects recorded in the CRM
• Make outreach and calling activity to new and existing contacts
• Book appointments and coordinate the calendar
• Support day-to-day operations of the business
• Keep lead records accurate and up to date

What you need

• Experience using a CRM, ideally GoHighLevel (GHL)
• Confident on the phone and in written outreach
• Strong organisation and calendar management skills
• Reliable self-starter able to work remotely
• Ability to commit to around 40 hours per month

Open to applicants anywhere in the world.

How to apply

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