Social Media Lead Generation VA

apartmentTavor Perry placeMarikina schedulePart-time calendar_month6/3/26

Job Summary: We are looking for a proactive Lead Generation & Appointment Setting Virtual Assistant to engage with online communities, identify prospects actively seeking our services, and guide them toward booking a call. This role blends social media lead engagement, light CRM and reporting work, and conducting initial intake calls with interested prospects.

The ideal candidate communicates excellently in English, qualifies leads with precision, and tracks and reports on their own activity with discipline.

Key Responsibilities:

Monitor an active online investment community and respond to relevant posts from prospects seeking financing
Direct interested prospects to a booking link to connect with the appropriate team member
Use a social selling and lead aggregation tool to surface and engage qualified prospects across multiple online communities
Apply clear SOPs to accurately distinguish genuine, qualified leads from irrelevant or off-target posts
Conduct initial intake calls to clarify prospect details and qualify them before handoff to the team
Log all prospect information and activity accurately within the CRM
Track daily activity and prepare weekly reports on conversations, conversions, and issues using spreadsheets
Surface insights from prospect interactions to help continuously refine the lead generation process

Mandatory Skills:

Excellent spoken and written English for professional intake calls and online prospect engagement
Experience with social media engagement, lead generation, or appointment setting
Familiarity with CRM systems such as HubSpot
Proficiency in Excel or Google Sheets for activity tracking and reporting
Strong attention to detail with the ability to follow SOPs accurately and consistently
Comfortable making intake calls with a professional and friendly phone manner
Reliable, detail-oriented, and capable of working independently with minimal supervision

Preferred Skills:

Experience in real estate, lending, mortgage, or financial services
Familiarity with social selling or lead aggregation tools
Experience with Calendly or other scheduling platforms
Background in appointment setting or inside sales support
Comfortable using AI tools for call summaries and data entry
Ability to take on additional administrative responsibilities as the role expands

Why Join Us: This is a great opportunity to join a growing business where your work directly drives pipeline results. You will have genuine ownership over an important part of the funnel, real room to grow as we scale, and the flexibility to manage your own workflow.

If you are proactive and enjoy connecting with people, you will thrive here.

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