Real Estate Lead Qualification – Appointment Setting Virtual Assistant

Posted Sep 1

This is a fully remote position, open to applicants in Oklahoma.

📋 Description

• Make cold calls based on lists of property owners provided by clients.

• Promptly reach out to purchased warm leads.

• Consistently follow up with prior prospects.

• Send follow-up SMS and emails when prospects do not respond.

• Utilize scripts and qualification criteria supplied by the client.

• Collect fundamental information regarding the property, the seller's situation, and their level of interest.

• Schedule or transfer qualified opportunities to the owners.

• Keep precise lead information, notes, and dispositions updated in the CRM system.

• Refresh lead stages and follow-up obligations as necessary.

• Score or categorize prospects according to the client's established process.

• Maintain organized records of calls, texts, emails, and subsequent steps.

• Ensure that promising leads are not overlooked.

• Deliver services professionally in line with agreed timelines, guidelines, and deliverables.

• Operate under a Master Services Agreement and Statement of Work.


⛳️ Requirements

• Previous experience in cold calling, appointment setting, or lead qualification is preferred.

• Experience in calling U.S.-based consumers is strongly preferred.

• Familiarity with CRM systems is preferred.

• Background in real estate investment, real estate, mortgage, home services, construction, or related fields is a plus but not mandatory.

• Proficient spoken and written English is required.

• Experience managing both cold and warm leads is preferred.

• Strong habits in follow-up and documentation are essential.

• REsimpli experience is preferred; training will be provided.

• Knowledge of CRM platforms is needed.

• Familiarity with dialer / VoIP systems is beneficial.

• Proficiency in Microsoft Excel / Google Sheets is required.

• Knowledge of email and SMS platforms is necessary.

• Confident and conversational demeanor on the phone.

• Strong spoken English with a native or near-native accent is expected.

• Comfortable with high-volume outbound calling.

• Ability to build rapport with property owners.

• Persistent approach without being overly aggressive.

• Strong objection-handling skills and follow-up abilities are required.

• Organized and precise with CRM documentation.

• Willingness to learn the client's specific qualification process.

• Availability for 20 hours per week, Monday through Friday, from 4:00 PM–8:00 PM CST.


🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• Various open roles are available.

• Free training and opportunities for upskilling.

• Ongoing support and guidance.

• A vibrant community always ready to assist you.

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