U.S.-Based Sales & Appointment-Setting Virtual Assistant - Long Term Opportunity

About the Role.. I'm looking for a highly motivated, professional U.S.-based Virtual Assistant who can help me manage and follow up with leads for a growing financial services and estate-planning business. This is not a basic data-entry VA position. I'm looking for someone who is comfortable communicating with people, following up consistently, making phone calls, scheduling appointments, and taking ownership of the lead-follow-up process. You will be working with leads generated from estate-planning workshops, retirement-planning marketing, and other online campaigns. What You'll Do Follow up with new leads by phone, text, and email Make outbound calls to prospective clients Qualify leads and identify people who are interested in speaking with an advisor Schedule qualified appointments directly onto my calendar Confirm and remind prospects about upcoming appointments Follow up with prospects who don't initially respond Maintain accurate records in our CRM Manage lead pipelines and tasks Update and organize GoHighLevel Send follow-up campaigns and messages Track appointment-setting results Provide a simple daily/weekly activity report Help improve our follow-up process and scripts over time Perform occasional administrative and research tasks Ideal Candidate I'm looking for someone who is: U.S.-based Fluent and highly professional in spoken and written English Extremely comfortable talking on the phone Confident making outbound calls Persistent without being pushy Organized and dependable Comfortable working independently Sales-oriented and results-driven Experienced with CRMs Familiar with GoHighLevel (strong plus) Experienced in appointment setting, lead generation, inside sales, or customer follow-up Experience in financial services, insurance, retirement planning, real estate, mortgages, or estate planning is a major plus. What Success Looks Like The primary goal isn't simply to complete tasks or make calls. The goal is to turn leads into qualified appointments. You'll be measured primarily on: Calls completed Leads contacted Follow-up consistency Conversations generated Qualified appointments scheduled Appointment show rate Overall lead conversion Someone who can consistently improve these numbers will have significant opportunity for additional hours and responsibility.