Virtual AssistantVirtual Assistant

Key Achievements:

Proactively contacted warm leads interested in Indexed Universal Life (IUL) insurance, annuities, mortgage protection, and real estate services. Qualified leads by understanding their financial or property needs and aligned them with suitable product or service solutions. Successfully set appointments between prospects and financial advisors or real estate agents, ensuring smooth transitions and consistent follow-through. Maintained accurate lead data in CRM, updated client records, followed up with unresponsive prospects, and nurtured relationships to increase conversion rates. Handled outbound and follow-up calls for life insurance, annuities, mortgage protection, and real estate campaigns while maintaining a high level of professionalism and customer service. Built and managed GoHighLevel (GHL) automation workflows, pipelines, forms, calendars, SMS/email follow-up campaigns, and CRM processes to improve lead management and client engagement. Assisted with GoHighLevel website and landing page setup, form integration, funnel management, and workflow optimization. Provided administrative support for a group home by managing resident documentation, maintaining confidential records, coordinating staff schedules, and organizing daily operational tasks. Assisted with resident intake paperwork, incident reports, medication logs, compliance documentation, and internal reports to ensure accurate recordkeeping. Supported communication between staff, residents' families, healthcare providers, and external agencies to ensure smooth day-to-day operations. Strong in rapport-building, objection handling, client education, administrative support, CRM management, workflow automation, and maintaining organized business operations across multiple industries