Cold Calling Virtual Assistant

This is a remote position.

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About the Company: specializes in assessing business values and helping business owners successfully sell their businesses. The company works with business owners interested in understanding the value of their company and exploring potential sale opportunities through a structured brokerage process.

Looking for: Cold Calling Virtual Assistant

Role Overview:

Is seeking a highly motivated and professional Cold Calling Virtual Assistant to support our business acquisition and brokerage efforts. The primary objective of this role is to conduct outbound calls to business owners, identify potential sellers, and generate qualified opportunities for business valuation assessments and potential business sales.

The ideal candidate is confident on the phone, possesses strong English communication skills, follows scripts effectively, and is comfortable meeting call activity and performance KPIs.

Scope of Work:

Outbound Calling

• Conduct cold calls to business owners using provided scripts.
  
• Introduce company services and determine whether business owners would consider selling their business.
  
• Engage decision-makers, specifically business owners and authorized representatives.
  
• Follow established call flows and objection-handling scripts.
  

Lead Qualification

• Identify business owners interested in:
  
• Receiving a business valuation assessment.
  
• Exploring offers for their business.
  
• Discussing potential business sale opportunities.
  
• Gather and document relevant information from prospects.
  

CRM Management

• Update lead records accurately in the CRM.
  
• Maintain detailed notes on call outcomes and prospect status.
  
• Track follow-up opportunities and lead progression.
  

Reporting & KPI Tracking

• Submit end-of-day activity reports.
  
• Track and report:
  
• Number of calls completed
  
• Connection rates
  
• Conversations with decision-makers
  
• Qualified leads generated
  
• Follow-up appointments or opportunities created
  
• Maintain accurate performance metrics and reporting.
  

Collaboration

• Work closely with the business owner and internal team.
  
• Follow target market criteria, including:
  
• Specific industries (e.g., automotive services)
  
• Geographic areas
  
• Target ZIP codes or cities
  
• Participate in periodic performance reviews and process improvements.
  

Qualifications:

Required Skills & Experience

• Previous cold calling, telemarketing, appointment setting, lead generation, or sales development experience.
  
• Excellent verbal English communication skills with a neutral and professional phone presence.
  
• Comfortable speaking with business owners and decision-makers.
  
• Ability to follow scripts while maintaining a natural conversation.
  
• Strong listening, objection-handling, and rapport-building skills.
  
• Organized and detail-oriented with accurate record-keeping abilities.
  
• Self-motivated and capable of working independently.
  

Preferred Qualifications

• Experience calling U.S.-based businesses.
  
• Experience in business brokerage, business acquisitions, B2B sales, commercial real estate, or financial services.
  
• Familiarity with performance metrics and KPI-driven environments.
  
• Previous call center or outbound sales experience.
  

Personality Traits

• Professional and reliable
  
• Persistent but respectful
  
• Results-oriented
  
• Coachable and receptive to feedback
  
• Strong work ethic and accountability
  

Tools & Systems:

Required Experience

• GoHighLevel (HighLevel CRM)
  
• CRM data entry and lead management
  
• Email communication and reporting tools
  

Preferred Experience

• Power dialers or cloud-based calling systems
  
• Zoom Phone or similar dialer platforms
  
• Call tracking and reporting tools
  
• Dialer solution may be finalized before project launch.
  

Shifts & Hours:

• Schedule: Calls will be made during U.S. Central Time business hours.
  
• Preferred calling window:
  
• 8:00 AM – 3:00 PM Central Time (Minnesota market)
  
• Weekly Commitment
  
• Starting with a minimum of 10 hours per week; fixed schedule
  

Key Performance Indicators (KPIs), performance will be measured based on:

• Calls completed per day
  
• Calls completed per hour
  
• Connection rate
  
• Business owner contact rate
  
• Qualified lead generation
  
• Valuation assessment opportunities created
  
• CRM accuracy and reporting compliance
  
• Final KPI benchmarks will be established before project launch based on industry standards and campaign expectations.
  

Target Start Date:

• Estimated Start Date: 2–4 weeks from project approval
  
• Projected Launch Window: Mid-July to End of July