Are you highly organized and based in the United States? Do you have time management skills and dedication to help me grow my business?
If so, then I have a job for you. I'm a residential mortgage advisor. Basically, I originate residential mortgage loans in California, specifically in the Silicon Valley. I build deep referral relationships with my business partners and they provide me referrals for mortgage loans. I need more business partners and more leads which will produce more loans. Your job will be to help me get there and you'll be rewarded for growth.
I need a personal assistant to help me manage the following tasks:
--Set Appointments with potential business partners. Call a select group of people repeatedly to get an appointment. This is cold calling essentially.
--Manage incoming leads from initial contact to sale. (Easy lead management spreadsheet to fill out.)
--Manage my birthday program (fill out my calendar with birthdays of business partners, set up reminders, and shop online for small inexpensive, but meaningful gifts).
--Manage a basic marketing campaign (post card once per month to business partners, letter from the heart to past clients and other contacts). Essentially writing the letter, printing, stuffing envelopes, and mailing. All materials including stamps, envelopes, paper and printing costs will be provided by me.
--Call current business partners and invite them to a bi-weekly lunch-and-learn at my office
--Call current business partners and potential business partners and invite them to a monthly happy hour hosted by me.
There may be more, but this is a good start. If this sounds like something you can tackle, please include the words, "Let's Do It" at the top of your post. That way, I know you've read the post in it entirety. Thank you for applying.