You will get Virtual Assistant for Financial Product Sales & Client Follow-up
Project details
You will receive support from a Virtual Assistant with over 10 years of experience in banking, specialized in financial product sales and client follow-up. I can help you connect with prospects, follow up on leads, recover inactive clients, and keep your database up to date. I focus on delivering a professional, human-centered, and results-oriented service. The work will be 100% customized and tailored to your needs.
Purpose
BusinessIndustry
Financial ServicesLanguage
SpanishWhat's included
| Service Tiers |
Starter
$16
|
Standard
$40
|
Advanced
$64
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 4 days |
Frequently asked questions
About Jonathna
Virtual Assistant | Banking, Customer Support & Data Specialist
Riohacha, Colombia - 8:25 pm local time
I’m highly organized, detail-oriented, and reliable. I can help you with:
✅ Data entry and basic data analysis
✅ Email and document management
✅ Appointment scheduling and calendar organization
✅ Client follow-up and administrative support
✅ Basic financial and operational reports
While I’m new to freelancing, I bring strong work ethics, professionalism, and a quick learning ability.
I am committed to delivering efficient and friendly support to help clients maintain strong relationships and healthy financial performance.
I'm ready to help your business run more efficiently and effectively. Let’s connect!
Steps for completing your project
After purchasing the project, send requirements so Jonathna can start the project.
Delivery time starts when Jonathna receives requirements from you.
Jonathna works on your project following the steps below.
Revisions may occur after the delivery date.
Review of materials and tools
I will review the materials provided to understand the products, goals, and tools to be used.
Initial contact and client follow-up
I will reach out to assigned clients, sending information and conducting follow-ups in a timely and professional manner.