Virtual Assistant to Financial Consultant

Wise Rise is a dynamic and innovative financial services firm offering a range of services including Life Insurance, Tax services, funding, and credit products. We are seeking a Virtual Assistant to join our team and support our Financial Consultant in various administrative and client-focused tasks.

Job Overview:
As a Virtual Assistant to our Financial Consultant, you will play a crucial role in helping us manage our online presence, create engaging content, assist in proposal and illustration creation, handle digital advertising and marketing efforts, manage CRM/lead information, and set appointments with prospects and clients. This is an excellent opportunity for individuals looking to gain valuable experience in the financial services industry.

Key Responsibilities:

Create and manage online posts and content on various platforms.
Assist in the creation of proposals and illustrations for clients.
Manage digital advertising and marketing campaigns.
Maintain and update CRM databases.
Set appointments and follow up with prospects and clients.
Provide general administrative support as needed.

Qualifications:

Strong organizational and time management skills.
Attention to detail is a must.
Ability to work efficiently and meet deadlines.
Reliable and punctual.
Comfortable with phone communication.
Willingness to learn and adapt to new tasks.
Previous experience in a similar role is a plus but not required; we are willing to train the right candidate.

What We Offer:

Flexible working hours and the ability to work remotely.
Training and mentorship to help you excel in your role.
Exposure to various aspects of the financial services industry.
Opportunities for professional growth within the company.

How to Apply:

If you are a motivated, detail-oriented individual looking to kickstart your career in the financial services industry, we encourage you to apply. Please submit your resume, a brief cover letter outlining your relevant skills and why you’re interested in this position, and any relevant samples of your work (if available). We look forward to reviewing your application.