Virtual Assistant Sales and Lead Generation

Virtual Assistant Sales and Lead Generation

Our Client provides expert guidance to businesses in navigating PEO (Professional Employer Organization) selection, group medical plans, and payroll solutions. We partner with companies to help them reduce costs, improve employee benefits, and streamline HR operations through tailored advisory services. Our approach is consultative, data-driven, and focused on delivering measurable value to our clients. We operate in a fast-paced, client-focused environment where communication, consistency, and execution are key to success. We Pride Ourselves On:

• Delivering cost-effective HR and benefits solutions
• Providing expert guidance in PEO and payroll services
• Building strong client relationships through trust and results
• Maintaining a high-performance, sales-driven culture

About The Role

We are seeking a proactive and results-driven Virtual Assistant with cold calling experience to support our sales and outreach efforts. In this role, you will be responsible for generating leads, initiating conversations with potential clients, and setting appointments for the sales team. You will play a critical role in the top-of-funnel pipeline by identifying opportunities and creating meaningful first-touch interactions. This position is ideal for someone who is confident on the phone, resilient, and motivated by performance-based outcomes.

What You’ll Do

Cold Calling & Lead Generation

• Conduct outbound cold calls to prospective clients
• Introduce company services and identify potential interest
• Qualify leads based on business needs and decision-making authority
• Schedule appointments for the sales team

Outreach & Prospecting

• Build and manage lead lists using provided tools and data
• Research potential clients and target industries
• Follow structured outreach scripts while adapting to conversations
• Maintain consistent daily call and outreach activity

CRM & Data Management

• Accurately log calls, notes, and outcomes in CRM systems
• Track lead status and follow-up activities
• Maintain organized and up-to-date prospect records

Communication & Follow-Up

• Follow up with prospects via phone and email
• Nurture leads who are not immediately ready to convert
• Ensure timely and professional communication at all times

Performance & Reporting

• Meet or exceed daily, weekly, and monthly outreach targets
• Track key performance metrics (calls, conversions, appointments set)
• Provide feedback on scripts, objections, and market responses

What You Bring

Required Experience

• 2-5 years of experience in cold calling, telemarketing, or sales support roles
• Proven experience generating leads and setting appointments
• Strong phone presence and communication skills
• Ability to handle rejection and remain motivated
• Experience working with CRM systems
• Strong organizational and time management skills
• Ability to work independently in a remote environment

Technical Skills

• CRM platforms (HubSpot, Salesforce, or similar)
• Dialing tools or VOIP systems
• Microsoft Office / Google Workspace
• Basic data entry and spreadsheet management

Nice to Have

• Experience in PEO, payroll, HR services, or insurance industries
• Background in B2B sales or lead generation
• Familiarity with U.S. business landscape and decision-makers
• Experience working with U.S.-based companies
• Performance-driven or quota-based sales experience

Technical Requirements

• Reliable high-speed internet connection
• High-quality headset for clear phone communication
• Quiet and professional work environment
• Ability to work full-time during EST hours (9:00 AM - 5:00 PM)

Work Environment

Fully remote role. Fast-paced, sales-driven environment. Performance-focused with clear KPIs. Supportive and collaborative team culture.

Schedule

Monday - Friday, 9:00 AM - 5:00 PM EST (1-hour unpaid lunch)

Who This Role is Ideal For

• Confident communicators who enjoy speaking with new people
• Resilient individuals who thrive in outbound sales environments
• Goal-oriented professionals driven by performance metrics
• Self-starters who take initiative and stay consistent
• Individuals looking to grow in sales or business development

What This Role Is Not

• Not a passive administrative role — high outbound activity is required
• Not a customer support position — focused on new business outreach
• Not a low-pressure role — performance targets must be met

Why Join

• Be part of a growing advisory firm in the HR and benefits space
• Gain hands-on experience in B2B sales and lead generation
• Work in a structured, performance-driven environment
• Opportunity to grow into more advanced sales roles
• Direct impact on company growth and revenue

We are committed to building a diverse and inclusive workplace and welcome candidates from all backgrounds to apply.

Key skills/competency

• Virtual Assistant
• Sales Support
• Lead Generation
• Cold Calling
• CRM
• Outreach
• Prospecting
• Appointment Setting
• B2B Sales
• Performance Metrics