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CPT-6074 Lead Gen VA

REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Advanced level
MIN. HOURS/WEEK: 20-30 hours/week
SHIFT TIME ZONE: EST
SHIFT HOURS: Flexible
SHIFT DAYS: Monday to Friday
Number of VAs:1

PREFERENCES:
GENDER PREFERENCE: none
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: neutral accent
REGION PREFERENCES: no preference

Lead Gen VA

Responsibilities:

• Contact and Qualify Leads:
  Reach out to potential clients via phone calls, emails, or other communication channels.
  Assess their needs, understand their business, and determine if they are a good fit for our MCA services.
  Qualify leads based on predetermined criteria.
• Lead Generation:
  Conduct research to identify potential leads. Avoid using leads in MCA industry.
  Utilize various platforms and tools to find relevant businesses seeking financing.
  Create a pipeline of prospective clients by consistently sourcing new leads.
• Cold Calling:
  Make outbound calls to leads.
  Introduce our services, explain the benefits of MCA, and address any initial queries.
  Schedule follow-up calls or appointments with interested prospects.
• Application Assistance:
  Assist merchants in completing our MCA application form.
  Guide them through the process, ensuring accurate and complete information.
  Submit completed applications to our internal team.

Software Tools Required/Good to Have Knowledge:

• MCA Experience (Preferred, but Not Required):
  Understanding of the Merchant Cash Advance industry, including terms, processes, and requirements.
  Knowledge of underwriting criteria and risk assessment.
• Finance Experience (Preferred, but Not Required):
  Basic understanding of financial concepts, such as revenue, cash flow, and creditworthiness.
  Ability to analyze financial statements or business data.
• RingCentral or Any Dialer Experience:
  Familiarity with phone systems, call tracking, and managing call logs.
  Comfortable making cold calls and handling objections.
• Basic MS Office Tools:
  Proficiency in Microsoft Word, Excel, and Outlook.
  Ability to create and manage documents, spreadsheets, and emails.
• Lead Generation Tools (Desirable):
  Familiarity with tools or platforms used for lead generation.
  Ability to research and identify potential clients effectively.

CLIENT INDUSTRY: Merchant Cash Advance

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Various open roles are available
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you
• And more!