Virtual Assistant

As an Outbound Sales Representative under an insurance campaign, I developed strong skills in cold calling, lead qualification, and closing deals. My primary responsibility was to identify potential clients through calls, engage them in meaningful conversations, and generate interest in the offered insurance services. Working in this fast-paced environment enhanced my ability to think on my feet, manage objections confidently, and stay motivated despite challenges. The role required persistence, excellent communication, and the ability to build rapport with prospects quickly.

As an Appointment Scheduler, my primary role is to coordinate and manage meetings between prospective and existing clients and our financial advisors. I ensure that clients receive personalized attention and guidance by efficiently scheduling appointments that align with their availability. My responsibilities also include confirming appointments, providing clients with essential information about our investment offerings, and ensuring a smooth, seamless experience from the initial contact to the actual meeting. Through careful organization and clear communication, I help facilitate connections that empower our clients to make informed decisions about their mutual fund investments, supporting both their financial goals and the overall success of our company.

As a Real Estate Virtual Assistant (VA), I managed various tasks critical to real estate operations, including lead generation, skip tracing, cold calling, running comps, auditing calls, and follow-ups with potential sellers. I maintained and organized lead lists, ensuring they were up-to-date. My role required me to adapt to different real estate tools and platforms, manage multiple tasks efficiently, and meet strict deadlines. These experiences sharpened my ability to stay organized, communicate effectively, and provide high-quality service.