Virtual Assistant (Cold Calling & Lead Generation)

Location: Fully Remote
Time Zone Requirement: Must be able to work 9:00 AM – 5:00 PM EST
Department: Sales / Operations Support
Reports To: Sales Manager / Leadership Team

About the Company

Our Client provides expert guidance to businesses in navigating PEO (Professional Employer Organization) selection, group medical plans, and payroll solutions.

We partner with companies to help them reduce costs, improve employee benefits, and streamline HR operations through tailored advisory services. Our approach is consultative, data-driven, and focused on delivering measurable value to our clients.

We operate in a fast-paced, client-focused environment where communication, consistency, and execution are key to success.

We pride ourselves on:

Delivering cost-effective HR and benefits solutions
Providing expert guidance in PEO and payroll services
Building strong client relationships through trust and results
Maintaining a high-performance, sales-driven culture

About the Role

We are seeking a proactive and results-driven Virtual Assistant with cold calling experience to support our sales and outreach efforts.

In this role, you will be responsible for generating leads, initiating conversations with potential clients, and setting appointments for the sales team. You will play a critical role in the top-of-funnel pipeline by identifying opportunities and creating meaningful first-touch interactions.

This position is ideal for someone who is confident on the phone, resilient, and motivated by performance-based outcomes.

What You’ll Do

Cold Calling & Lead Generation

Conduct outbound cold calls to prospective clients
Introduce company services and identify potential interest
Qualify leads based on business needs and decision-making authority
Schedule appointments for the sales team

Outreach & Prospecting

Build and manage lead lists using provided tools and data
Research potential clients and target industries
Follow structured outreach scripts while adapting to conversations
Maintain consistent daily call and outreach activity

CRM & Data Management

Accurately log calls, notes, and outcomes in CRM systems
Track lead status and follow-up activities
Maintain organized and up-to-date prospect records

Communication & Follow-Up

Follow up with prospects via phone and email
Nurture leads who are not immediately ready to convert
Ensure timely and professional communication at all times

Performance & Reporting

Meet or exceed daily, weekly, and monthly outreach targets
Track key performance metrics (calls, conversions, appointments set)
Provide feedback on scripts, objections, and market responses

What You Bring

Required Experience

2–5 years of experience in cold calling, telemarketing, or sales support roles
Proven experience generating leads and setting appointments
Strong phone presence and communication skills
Ability to handle rejection and remain motivated
Experience working with CRM systems
Strong organizational and time management skills
Ability to work independently in a remote environment

Technical Skills

CRM platforms (HubSpot, Salesforce, or similar)
Dialing tools or VOIP systems
Microsoft Office / Google Workspace
Basic data entry and spreadsheet management

Nice to Have

Experience in PEO, payroll, HR services, or insurance industries
Background in B2B sales or lead generation
Familiarity with U.S. business landscape and decision-makers
Experience working with U.S.-based companies
Performance-driven or quota-based sales experience

Technical Requirements

Reliable high-speed internet connection
High-quality headset for clear phone communication
Quiet and professional work environment
Ability to work full-time during EST hours (9:00 AM – 5:00 PM)

Work Environment

Fully remote role
Fast-paced, sales-driven environment
Performance-focused with clear KPIs
Supportive and collaborative team culture

Schedule

Monday – Friday
9:00 AM – 5:00 PM EST
(1-hour unpaid lunch)

Who This Role is Ideal For

Confident communicators who enjoy speaking with new people
Resilient individuals who thrive in outbound sales environments
Goal-oriented professionals driven by performance metrics
Self-starters who take initiative and stay consistent
Individuals looking to grow in sales or business development

What This Role Is Not

Not a passive administrative role — high outbound activity is required
Not a customer support position — focused on new business outreach
Not a low-pressure role — performance targets must be met

Why Join

Be part of a growing advisory firm in the HR and benefits space
Gain hands-on experience in B2B sales and lead generation
Work in a structured, performance-driven environment
Opportunity to grow into more advanced sales roles
Direct impact on company growth and revenue

Equal Opportunity

We are committed to building a diverse and inclusive workplace and welcome candidates from all backgrounds to apply.

Virtual Assistant (Sales) - 19309