Virtual Assistant

  • Status Closed
  • Budget $8 - $15 USD / hour
  • Total Bids 9

Project Description

I need another me. This position is designed to gather and prepare the information I need to be a successful insurance salesman. It is task oriented and will be ongoing.

I envision being about 5 repeatable tasks:

1. Utilizing my criteria and direction obtain information about prospects. Involves three web searches and XCEL spreadsheet completion with that data. Then upload that data into my sales CRM.

2. Utilizing my keywords and my direction, obtain web data and links for content to social media posting and blog content generation. (Wordpress experience a plus).

3. Update my CRM database with prospect information as its gathered from meetings or calls. You will be provided a scanned prospect data sheet with the information handwritten into the appropriate spaces for you to transpose accordingly,

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