Relationship Research VA - Recruiting, Referral Partners & Dispo Support

Posted last month

Worldwide

Summary

We’re hiring a sharp Relationship Research VA to identify, qualify, and organize high-value referral partners, MLO/insurance recruit candidates, investor buyers, dispo opportunities, and open house opportunities in California, Utah, and selected target markets. This is not basic LinkedIn DM work - we need someone who can research people, find warm paths, prep useful notes, and move qualified relationships toward real conversations. One reliable operator only; no agencies, shared accounts, rotating teams, or subcontractors. Responsibilities:
 - Research Realtors, CPAs, financial advisors, title/escrow contacts, attorneys, investors, MLOs, insurance agents, and buyer/dispo contacts - Find warm paths through LinkedIn, Facebook, Instagram, Google, websites, comments, groups, local events, teams, and public referral signals - Build investor buyer profiles with buy boxes, markets, funding ability, deal criteria, and follow-up notes - Build a weekly shortlist of prime open house opportunities, then cold call listing agents each Tuesday in native/near-native U.S.-sounding English to qualify interest and prep Natalia/Gabriel for Wednesday follow-up - Prepare pre-call briefs, talking points, CRM notes, Canva one-pagers, buyer packets, partner materials, and open house pitch notes - Track source links, relationship context, confidence score, tags, status, and recommended next step inside CRM/GHL/Realio/OpenMatch as assigned Best fit:

 Has strong written English, native/near-native spoken English, research judgment, CRM discipline, and experience with real estate, mortgage, insurance, recruiting, investor buyer research, or B2B relationship support. Must separate real relationship potential from weak contacts and explain why someone is worth pursuing. GoHighLevel, LinkedIn, Canva, Facebook/Instagram, Google research, MLS/public listing research, and investor/dispo experience are helpful. Core Requirements:
 - No licensed advice, deal negotiation, risky automation, exports, personal files, shared accounts, or subcontracting - Must be available 2 hrs/day on agreed workdays for Pacific Time overlap - Must keep relationship, property, and open house notes clean, specific, and useful for follow-up - Must document why a referral partner, recruit, investor, buyer, or open house opportunity is worth pursuing - All work stays inside approved secure systems Compensation: • Trial starts at 20–30 hrs/week. 
 • Hourly base plus $10 per verified Qualified Opportunity *(QO) tied to your comprehensive work. • 6-month KPI review for raises and potential hours increase. 
*To apply, answer the screening questions carefully. Finalists may be invited to a brief live call or voice test.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $3.00

    -

    $7.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Lead Generation
Data Entry
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:2 weeks ago
  • Interviewing:
    13
  • Invites sent:
    27
  • Unanswered invites:
    5
About the client
Member since Oct 15, 2023
  • United States
    Westminster12:11 PM
  • $3.1K total spent
    14 hires, 1 active

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