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Responsibilities
About the Company
We're a growing U.S. real estate and mortgage company that helps clients buy homes, refinance, and find the right loan. Our pipeline is full of leads, and we need a confident, results-driven person on the phone to turn those leads into booked appointments.
The Role
We're looking for a proactive Virtual Assistant who loves the phone and has a sales mindset. You'll call real estate and mortgage leads, follow up consistently, handle objections professionally, and book qualified appointments. You'll also support the team with inbound calls, calendars, and email. This role is a good fit for someone who stays persistent without being pushy and who keeps things personal and professional.
What You'll Do
Make outbound calls to real estate and mortgage leads to engage prospects and book qualified appointments
Follow up with leads consistently by phone, text, and email until they convert or opt out
Handle objections professionally and keep conversations moving toward a booked appointment
Answer inbound calls and direct inquiries to the right person
Schedule appointments, manage calendars, and coordinate follow-ups
Use dialing systems and CRMs to make calls and accurately document every lead interaction
Monitor, organize, and respond to business emails
Support social media content and coordination (bonus, not required)
Requirements
1+ year of experience in sales, telemarketing, lead conversion, or appointment setting
Excellent spoken and written English, with a confident and personable phone presence
Comfort with high call volume and handling objections
Tech-savvy, able to navigate dialers, CRMs, and other software while on a call
Strong organization and follow-up habits
Reliable internet, a quiet workspace, a quality headset, and availability during U.S. Eastern business hours
Results-driven, persistent, and comfortable in a fast-paced, sales-focused environment
Nice to Have
Experience in real estate, mortgage, insurance, or financial services
Bilingual (English and Spanish)
Experience with dialers such as Five9, RingCentral, or Kixie, or CRMs such as GoHighLevel, Follow Up Boss, or Salesforce
Social media management experience
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