Expert Virtual Assistant - Tele-Sales & CRM Management

Join our growing health insurance sales team as an Experienced Virtual Assistant specializing in tele-sales, cold calling, appointment setting, and lead management . We are looking for a highly motivated, organized, and results-driven professional who can confidently communicate with prospects, manage a busy sales pipeline, and consistently help turn leads into qualified appointments. This is an important role within a high-performing insurance sales operation. You will work directly with experienced health insurance professionals and play a key part in keeping prospects engaged, following up consistently, and ensuring qualified leads make it onto the sales calendar. As our virtual assistant, your primary responsibilities will include: Conducting outbound calls and following up with new and existing leads to assess interest, qualify prospects, and move conversations forward. Setting, confirming, and rescheduling appointments for qualified prospects to speak with our licensed insurance agents. Managing our CRM system by accurately updating lead notes, statuses, follow-up dates, appointment details, and next steps. Handling common objections professionally and confidently while keeping prospects engaged in the conversation. Re-engaging leads who have gone quiet, missed appointments, or need additional follow-up before they are ready to speak with an agent. Maintaining consistent communication through phone calls and text messages to keep the sales pipeline active and maximize booked appointments. Monitoring follow-up opportunities and making sure promising leads do not fall through the cracks. Assisting with appointment reminders and helping improve overall show rates for scheduled calls. To succeed in this role, you must be confident on the phone and experienced in tele-sales or appointment setting . The most important skill we are looking for is the ability to speak comfortably with prospects, build rapport quickly, handle objections, and consistently convert conversations into qualified appointments. You should also be highly organized, persistent without being overly aggressive, and comfortable working independently in a fast-paced sales environment. Strong attention to detail is essential, as accurate CRM management and consistent follow-up are a major part of this position. Experience with the following is highly preferred: CRM software and lead management systems. Outbound dialers and VoIP calling platforms. Texting and SMS communication platforms. Google Workspace, including Gmail, Google Calendar, and Google Sheets. Basic spreadsheet management and lead tracking. Appointment scheduling and calendar management. Previous experience working with insurance, financial services, or high-ticket sales leads is a strong advantage, but candidates with a proven background in tele-sales and appointment setting are also encouraged to apply. We are looking for someone who takes ownership of their work, communicates professionally, and understands that consistent follow-up is often what turns a prospect into a client. The ideal candidate will be comfortable managing a large number of leads while still giving each prospect a professional and personalized experience. This is a performance-driven position with long-term growth potential for the right person. This position also includes a competitive base salary with significant performance-based incentives and bonus opportunities for strong appointment setting, lead conversion, and consistent results. We value reliability, strong communication, excellent spoken English, attention to detail, and most importantly, the ability to produce results. If you have a proven track record in tele-sales, cold calling, appointment setting, objection handling, and CRM management, we would love to hear from you. Join our team and help us build a stronger sales pipeline while connecting individuals, families, and business owners with health coverage options that may fit their needs.