• Support a growing property management business overseeing multiple residential properties. • Manage schedules, coordinate appointments, and handle invoices and billing tasks. • Respond to emails, return phone calls, and route incoming requests appropriately. • Assist with managing maintenance requests and property turnover activities. • Track ongoing property-related tasks and ensure timely follow-up. • Help coordinate vendors and service providers as needed.

• Support senior leadership (COO, President, and VP-level executives) by managing administrative workflows • Email coordination and calendar scheduling • Vendor outreach and operational documentation management • Manage and organize multiple executive email inboxes • Schedule and confirm meetings and appointments • Assist with vendor outreach and initial communications • Maintain organized records of vendor interactions • Organize files, documents, and operational records • Support creation of internal tracking spreadsheets • Assist with tracking ongoing construction projects • Provide general administrative support as needed

• Conduct outbound cold calls to property owners using the provided lead lists. • Engage prospects in professional and productive conversations. • Identify property owners who may have an interest in selling. • Build rapport and gather relevant information regarding potential opportunities. • Maintain a high level of call activity during scheduled work hours. • Ask qualifying questions to determine seller motivation and interest level. • Identify potential opportunities based on the provided criteria. • Gather key property and owner information. • Escalate qualified leads to the business owner for follow-up. • Handle objections confidently and professionally. • Answer basic questions regarding the company and the outreach purpose. • Accurately enter call notes and prospect information into Google Sheets and CRM systems. • Submit daily activity reports summarizing calls completed, leads generated, interested sellers identified, and follow-up opportunities.

• Conduct outbound cold calls to prospective clients nationwide. • Follow established call scripts while maintaining natural and engaging conversations. • Introduce retirement planning review opportunities and explain the value proposition. • Qualify prospects based on client-provided criteria. • Schedule appointments directly into the client's calendar system. • Accurately record call outcomes and dispositions within the dialing platform. • Handle objections professionally and confidently. • Maintain detailed notes and follow-up information as needed. • Meet daily and weekly call activity goals. • Provide regular updates regarding appointment-setting performance and lead quality.