Virtual Assistant - Cold Calling & Lead Qualification

Hi, my name is Ko and I'm a mortgage lender/broker for real estate investors. I am looking for a reliable and detail-oriented Virtual Assistant to assist with cold calling potential leads and verifying their information.

Your primary task will be to call potential clients from a list I provide, verify their information, assess whether they are a strong lead, and update the records accordingly. I will provide a structured script, so you just need to follow instructions, engage professionally, and document the results.

Bonus: If you are proactive and can research and find new potential leads, that would be a great advantage.

Job Description & Responsibilities:
- Call and verify phone numbers provided in an Excel sheet
- Engage with leads using a provided script to assess potential
- Update records by marking contacts as valid, invalid, or requiring follow-up
- Take detailed notes on responses and important feedback from calls
- Use CRM software (if applicable) to organize and track leads efficiently

Required Qualifications & Skills:
- Fluent English speaker with minimal accent
- Experience in cold calling, telemarketing, or sales
- Ability to follow scripts and instructions carefully
- Confident and professional phone etiquette
- Basic Excel skills for updating and organizing information
- Quiet home/office setup with a stable internet connection

Preferred (But Not Required) Experience:
- Experience in real estate, loans, or financial services
- Understanding of lead qualification techniques
- Familiarity with CRM tools

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