Real Estate VA

Real Estate VA


Job Description

Appointment Setter - Part Time

The job requirements are as follows:

SalesForce & Linkedin Experience a MUST
Mortgage Lender with Brokerage Experience
Set appointments with Realtors in client's area

1) Facility with Excel
2) Facility with Outlook
3) Excellent written English
4) Excellent spoken English
5) Facility with Internet things (general)
6) CRM system experience, such as InfusionSoft or Mortgage Planner CRM (Salesforce platform for Mortgage Brokers)
7) Strongly prefer experience, especially these functions

a. Contacts
b. Email broadcast
c. List management
d. Opportunities
e. Single emails
f. Calendar

Skills: english, infusionsoft,, management, linkedin