ROLE OVERVIEW
About the Client:
The client is a premier financial services and retirement planning practice led by a veteran virtual financial advisor with over 35 years of elite wealth management experience.
The firm specializes in delivering holistic retirement blueprints, wealth protection, and tax-efficient income strategies for individuals and business owners.
Partnering with top-tier financial carriers, they offer secure, market-linked retirement solutions—including fixed index annuities—designed to safeguard capital while ensuring predictable, lifelong revenue streams.
Driven by strong ethics and modern digital automation, the firm focuses on transforming complex portfolios into seamless strategies that provide clients with long-term peace of mind.
About the Role
The client is seeking a high-caliber, multi-talented Virtual Assistant to join the team.
This hybrid position requires a proactive professional who can seamlessly pivot between high-energy appointment setting, client relationship management, social media engagement, and meticulous financial administration.
We want to hear from self‐driven individuals who thrive in fast-paced environments, possess a flawless phone presence, and enjoy taking ownership of diverse projects.
Key Responsibilities
Lead Generation & Appointment Setting (Core Focus): Proactively call and follow up with leads, build rapid rapport over the phone, and convert social media DM inquiries into scheduled appointments.
Platform & Pipeline Management: Optimize GoHighLevel to track lead follow‐ups, manage sales pipelines, and maintain basic automation workflows.
Calendar & Schedule Coordination: Serve as the gatekeeper for scheduling, ensuring seamless calendar management with zero conflicts.




Administrative Support & Data Security: Assist with essential data entry, documentation, and form filling.
Securely manage sensitive client financial data adhering to strict confidentiality standards.
Digital Engagement, Design & Community Support: Manage online social media engagement to maintain a warm, welcoming digital presence.
Utilize Canva to design eye-catching promotional flyers and marketing assets as needed.
Qualifications & Skills
Proven Experience: 3 to 5+ years of experience in outbound appointment setting, sales, or executive financial administrative roles.
English Fluency: Fantastic verbal and written communication.
Exceptional phone etiquette and conversational skills are mandatory.
Technical & Digital Marketing Proficiency: Hands‐on experience or strong comfort level with GoHighLevel.
Experience navigating Facebook Ads Manager and a strong design eye using Canva to create flyers are highly beneficial.
Proactive & Self-Driven: A professional who stays busy, identifies areas of improvement, and drives results without needing constant direction.
Meticulously Detail-Oriented: Absolute precision when filling out financial forms and handling sensitive client data.
Master of Multi‐Tasking: Ability to smoothly transition between phone calls, data entry, content creation, and DM management throughout the day.
Trustworthy: A proven track record of loyalty and tenure in previous virtual roles.
Job Details
Job ID: WILDEE1
Industry: Financial Services
Location: LATAM / South Africa
Job Status: Full Time
Work Schedule: Monday to Friday, 8:00 AM to 5:00 PM (EST)
Salary: $8 - $10/hr base + commission/bonus structure
Target Start Date: ASAP
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📌 Appointment Setter (Job Id: Wildee1) (Bogotá)
🏢 Inside Out Hiring
📍 Bogotá