CO-CPT-9987 Lead Qualificattion Virtual Assistant (Lead Qualification & Agent Outreach)

Lead Qualification Virtual Assistant (Lead Qualification & Agent Outreach)

Independent Contractor Business Support VA / Entry-Advanced Level (Remote).

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

We are seeking a motivated and organized Lead Qualification Virtual Assistant to help manage lead databases, qualify prospects, and set appointments with potential clients and agents. The ideal candidate will learn to utilize Follow Up Boss, call warm leads and agents from the brokerage's databases, and assist in converting these conversations into discovery or recruitment calls. This role could also evolve to include assisting with email / calendar organization, as well as other administrative tasks.

Scope of Services

Contractors will be required to provide services that align with the following client tasks :

• Input and organize new leads into Follow Up Boss from multiple lead sources.
• Review and update existing contacts to ensure accuracy and categorization.
• Make outbound calls to potential clients and agents directly through Follow Up Boss.
• Qualify leads based on interest, location, and readiness to buy, sell, or join the brokerage.
• Track all call results, notes, and next steps within the CRM.
• Handle outbound calls, including some cold leads.
• Schedule discovery calls with interested buyers, sellers, or potential agents.
• Follow up with warm leads to maintain communication and move them through the pipeline.
• Support agent recruitment efforts by contacting agents and introducing brokerage opportunities.
• Use client-provided scripts (with room for refinement) to guide outreach conversations.
• Provide meaningful, high-quality engagement rather than high call volume.
• Help streamline and manage multiple email accounts (Google, iPhone, and other systems).
• Organize messages, flag important emails, and assist in responding when necessary.
• Coordinate schedules and ensure calendar synchronization across platforms.

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client's requirements :

Contracted Hours per Week : 10 Hours

Scheduled Working Days : Monday through Friday

Daily Working Time : 9 AM - 5 PM EST (Flexible)

Note : The Company will make reasonable efforts to align the Assigned VA's schedule with the Client's preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Contractors will operate under a Master Services Agreement and a Statement of Work. This is not an offer of employment; contractors are not employees of 20four7VA or any client. All compensation is processed through 20four7VA according to the terms of the engagement.

By submitting your application, you acknowledge that this opportunity is for an independent contractor engagement and not an offer of employment. All applications will be reviewed based on alignment with client needs, qualifications, and availability. If selected, a member of our team will reach out to discuss next steps and potential client matching.

We look forward to reviewing your application and potentially working with you on future client engagements!