CRM Hub spot or Go high level

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TYPE OF WORK

Full Time

SALARY

N/A

HOURS PER WEEK

40

DATE POSTED

Mar 11, 2025

JOB OVERVIEW

CRM
Set up- import, tag, set up funnels- sales, sold, short term and long term contact.
Marketing
Basic adding logo and contact info.

Email
communication
Connect with my team via email- currently 5 on 1 team and 20 on another all work from home
Sales tracking
Using excel / CRM to track success

Open to ideas of growth, looking for long term hire, looking for trust and loyalty.
About me; I have been in the insurance, retirement income space for 2 years. I run a basic successful business, I am looking for someone to help me and grow with me.
Sheri

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