Finance / Mortgage Broking Business
LinkedIn Outreach & CRM Setter / Lead Generation Virtual Assistant
Location
GMT (UTC+0)
Posted
4 hours ago
Salary
0
Seniority
Lead
No structured requirement data.
Job Description
LinkedIn Outreach & CRM Setter / Lead Generation Virtual Assistant
Virtual Colleague Philippines
Role Description We are looking for a proactive, detail-oriented, and relationship-driven LinkedIn Outreach & CRM Setter who will manage LinkedIn conversations, nurture leads, maintain CRM records, and schedule sales calls. This is not a sales-closing role. The VA's primary responsibility is to initiate conversations, build rapport, nurture prospects, and book qualified discovery calls for Felisa. Initially, the role will focus on LinkedIn outreach for approximately 10 hours per week, with opportunities to expand into Executive Assistant and administrative responsibilities as the business grows. Qualifications - LinkedIn outreach experience - Lead generation experience - Appointment setting experience - CRM management experience - Strong written English - Excellent interpersonal communication - Highly organized - Strong attention to detail Requirements - Send daily LinkedIn connection requests - Send first-touch outreach messages using Felisa's messaging framework - Personalize messages where appropriate to sound natural and human - Review previous conversations before responding - Continue conversations naturally while maintaining Felisa's tone of voice - Build genuine relationships instead of sending robotic messages - Follow up with prospects based on Felisa's nurturing sequence - Keep conversations active without appearing overly sales-focused - Send newsletters or lead magnets when appropriate - Identify warm leads and continue nurturing them - Know when to pause conversations and re-engage after weeks or months - Maintain Felisa's CRM by updating lead stages - Categorizing contacts - Moving prospects into appropriate pipelines - Maintain accurate records after every conversation - Qualify interested prospects - Invite qualified leads to book a consultation - Schedule discovery/sales calls on Felisa's calendar - Confirm appointments - Keep the CRM updated daily - Record notes from conversations - Track follow-ups - Monitor prospect status Benefits - Future growth opportunities to include Executive Assistant support - General administrative tasks - Calendar management - Email management - Scheduling LinkedIn posts - Additional operational support Ideal Personality - Professional - Friendly - Personable - Coachable - Easy to work with - Reliable - Organized - Proactive - Confident communicator - Able to think independently while respecting instructions - Able to represent the client professionally Communication Style The VA will communicate as Felisa. The goal is to sound authentic—not like a virtual assistant. Messages should feel conversational, be warm, build trust, avoid sounding automated, and respect busy executive schedules. The VA should gradually learn Felisa's tone, writing style, and coaching philosophy. Working Hours - Minimum: 10 hours per week - Approximately 2 hours per weekday - Ongoing engagement - Preferably available during UK morning hours - Some overlap with the client's schedule is preferred for communication Success Metrics - Maintain consistent LinkedIn outreach - Keep CRM records updated - Build genuine conversations - Increase response rates - Nurture prospects effectively - Book approximately 3 qualified discovery calls per week - Represent Felisa professionally and authentically Important Client Preferences - The VA will log into Felisa's LinkedIn account and communicate as if they are Felisa. - The VA should not identify themselves as an assistant during conversations. - Messages should feel human and personalized, not copied and pasted. - The client welcomes suggestions and ideas but expects the VA to discuss them before implementing changes. - Long-term potential is very important—the client hopes to grow this role into a broader Executive Assistant position. - The client prefers authenticity over aggressive sales tactics. - Experience communicating with CEOs, senior leaders, and corporate professionals is a strong advantage. - The client is not looking for content creation support.
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