MARKETIN AGENT – G Assist Guyana

VACANCY 

DESCRIPTION
The VA will engage with prospects through email, phone outreach, coordinate appointments, and assist with client onboarding, including application form completion and data collection. They will ensure clients follow through with medical exams, aid in document signing, and provide payment guidance upon approval. Ongoing tasks involve sending annual birthday cards, scheduling bi-annual check-in meetings, and maintaining communication primarily via email. The VA will uphold confidentiality, adhere to compliance requirements, and track performance metrics

REQUIREMENTS
SOFTWARES

Canva

LinkedIn

Microsoft Suite

Specialized Insurance Software (Training available)

Redtail CRM Sofrware

Slack (Training Available)

SMS/RCS/Phone Calling (Plan Provided)

MAIN KPI:

10 Calls booked per week.

Ensuring a follow-up call is booked with a prospect before call ends.

KNOWLEDGE

Knowledge in sales is required. The task is mainly to be customer forward friendly and assist the client in obtaining customers.

Eyes for design

 

RESPONSIBILITIES
KEY DUTIES

Email outreach

Compiling lists via LinkedIn

Managing Insurance Lists

Creating Email Templates

LinkedIn Outreach

Phone outreach

Creating Email Banners

Daily/Weekly Call Updates

Generating Reports

Constantly scheduling meetings with prospects and replying to emails.

 

REMUNERATION/BENEFITS
8 Hours day

5 days per week.