Sales & Administrative Virtual Assistant

Position: Sales & Administrative Virtual Assistant
Type: Part-Time with opportunity to grow into Full-Time
Hours: 20–25 hours per week
Schedule: Must be available during U.S. Eastern Time business hours
Industry: Life Insurance / Financial Services

About the Role

I am an independent life insurance broker in the United States looking for a reliable, organized, and confident Virtual Assistant to help manage the administrative and appointment-setting side of my growing insurance business.

My primary focus is speaking with clients, conducting presentations, and helping families obtain coverage. Your job will be to help keep the operation organized and make sure qualified prospects are consistently getting scheduled and showing up for appointments.

This is not a position where you will sit around waiting for tasks. I am looking for someone proactive who can take ownership of their responsibilities.

Primary Responsibilities

Appointment Setting & Lead Follow-Up

• Contact new leads by phone and text
• Schedule prospects on my calendar
• Confirm upcoming appointments
• Send appointment reminders
• Follow up with prospects who do not answer
• Immediately follow up with missed appointments and reschedule them
• Maintain consistent follow-up with older leads
• Help keep my calendar filled with qualified appointments

Administrative Support

• Keep CRM records accurate and up to date
• Organize and manage lead information
• Track prospects through different stages of the sales process
• Update client and policy statuses
• Assist with non-sensitive pending case follow-up
• Maintain spreadsheets and basic production reports
• Organize my calendar and daily schedule
• Handle basic client follow-up and administrative communication
• Complete other administrative tasks as the business grows

What I’m Looking For

You should be:

• Fluent in spoken and written English
• Comfortable speaking with U.S. customers on the phone
• Confident and professional
• Highly organized
• Reliable and punctual
• Comfortable using a CRM
• Comfortable with Google Sheets/Excel and calendars
• Able to learn new software quickly
• Detail-oriented
• Comfortable following scripts while still sounding natural
• Persistent without being aggressive
• Able to work independently without constant supervision

Previous experience in appointment setting, telesales, insurance, financial services, real estate, call centers, or virtual assistance is strongly preferred.

How Success Will Be Measured

This is a performance-driven position.

Your performance will be measured primarily by:

• Appointments scheduled
• Appointment show rate
• Speed of contacting new leads
• Follow-up completion
• No-show recovery and rescheduling
• CRM accuracy
• Completion of administrative tasks
• Reliability and attendance

The goal is simple: keep my calendar organized and consistently filled with qualified prospects while making sure administrative work does not interfere with my ability to sell.

Growth Opportunity

I am building a growing insurance business, and I am looking for someone who can grow with it.

This position will begin part-time. If you perform well, there will be an opportunity for additional hours, increased responsibility, and potentially a full-time long-term position.

How to Apply

Please include the following in your application:

1. A brief introduction about yourself
2. Your previous VA, appointment-setting, sales, or call-center experience
3. Your experience working with U.S. clients
4. The CRM systems or software you have used
5. Your availability in U.S. Eastern Time
6. A short voice recording introducing yourself and explaining why you would be a good fit for this position

Important: Applications without a voice recording will not be considered.

Selected candidates will complete a short live roleplay where you will pretend to call a life insurance lead and attempt to schedule an appointment.