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 & Com

📌 Appointment Setter (Bogotá)
🏢 Inside Out Hiring
📍 Bogotá