General Virtual AssistantGeneral Virtual Assistant

Key Achievements:

• Generated a consistent pipeline of qualified insurance and wealth advisor candidates through high-volume outbound calling, cold emailing, and strategic follow-ups. • Successfully screened candidates based on licensing, experience, and career goals, improving the quality of interview referrals. • Coordinated interviews between candidates and hiring managers, helping streamline the recruitment process and reduce scheduling delays. • Built strong relationships with prospective advisors, increasing candidate engagement and response rates through consultative communication. • Maintained accurate and organized candidate records using Salesforce, HubSpot, and GoHighLevel, ensuring efficient pipeline management and reporting. • Collaborated closely with recruitment and leadership teams to consistently meet hiring goals and support business growth. • Demonstrated strong attention to detail by keeping CRM data current and ensuring timely follow-up with candidates throughout the hiring process. • Contributed to improved recruitment efficiency through disciplined pipeline management, proactive outreach, and consistent follow-up.

Key Achievements:

• Generated qualified leads and consistently scheduled appointments for personal and commercial insurance agents through high-volume outbound cold calling. • Successfully engaged prospective clients, identified their insurance needs, and introduced appropriate insurance solutions and free quote opportunities. • Managed the sales pipeline from initial contact through appointment scheduling, ensuring timely follow-ups and consistent lead nurturing. • Maintained an accurate and well-organized CRM database, improving lead tracking, follow-up efficiency, and data integrity. • Built rapport with prospects and effectively handled objections, helping increase appointment conversion rates. • Collaborated with licensed insurance agents to ensure a smooth handoff of qualified leads and support overall sales objectives. • Demonstrated strong communication, persistence, and customer service skills while consistently meeting daily outreach and productivity goals. • Contributed to business growth by maintaining a steady flow of qualified appointments and supporting the sales team's revenue objectives.