Appointment Setter VA with CRM Experience for Robert

Rhino Squad LLC

Skills mentioned:Real Estate SupportCRM Management

About the role

I’m Rhino Julie, and I LOVE building super teams to service our clients' needs.
If you love a challenge, love problem solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!
My promise to you:
*I provide a FUN working environment.
*We are constantly learning new things.
*We are a team who wants to be the best at what we do, which means you have the BEST teammates.
*I ALWAYS pay on time.
*I treat all of my team members with respect and love.
Client Overview:
Robert runs a real estate investment company and he is looking for an Appointment Setter unicorn. There's real room to grow in the company and if you’re interested, you can move into a closer role, which comes with amazing bonuses.
Client Requirements:
Must be able to work 40 hours per week
Must be able to work from 9am to 6pm Central Time (US), with a 1-hour break.
Must have strong English communication skills (written and verbal).
Must be comfortable speaking English clearly with minimal accent for making phone calls.
Must be highly organized, detail-oriented, proactive, and able to manage multiple priorities independently
Must be a quick reader and a critical thinker
Must have high EQ, energetic, enthusiastic, and genuinely happy to help and serve
Nice to have: Real estate experience of some type, preferred but not required.
Responsibilities/Tasks:
Must-Have Experience (Responsibilities You Must Be Proficient In):
These are the tasks the VA needs to handle independently and confidently from day one:
CRM and Pipeline
Check the pipeline in the Podio CRM at the start of each day and identify which deals need follow-up. Experience with Podio is helpful, but not required.
Read and understand the research and notes already prepared in the CRM for each lead
Understand the fact pattern of each deal before you make contact
Keep the CRM updated with call notes and next steps until deals are closed
Calls and Follow-Up
Build rapport with the sellers to overcome objections to get the deal signed
Make calls to develop new leads and follow up with existing leads (using provided call scripts)
Respond to all leads
Ask the pertinent questions to confirm deal details and uncover the information needed to build an offer (which questions you ask depends on how much research was already completed)
Set qualified appointments for the closing team
Learn relevant real estate knowledge, especially pertaining to estate, probate, land records, title underwriting, and market analysis.
Nice-to-Have Experience (Responsibilities You Can Learn Over Time):
These tasks are valuable but can be trained on the job:
Do your own supplementary research on a deal
Abstract titles
Read and interpret court records

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