Bilingual Real Estate Appointment Setter

**IMPORTANT - Watch this quick Loom video on how to get hired:** C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT. PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH **Real Estate Appointment Setter** **Job ID:****LUIRIC1** **Industry:**Real Estate / Sales **Location:****LATAM (Spanish needed)** **Job Status:**Part Time 20 hours a week **Work Schedule:** Monday to Friday 2PM to 6PM PST **Salary:** $7 per hour + commissions **Target Start Date:** ASAP ### ROLE OVERVIEW ### About the Client: The client is a growing real estate team based in Southern California, specializing in Spanish-style architecture and serving a predominantly Hispanic client base. Through engaging social media content, digital marketing, and relationship-focused sales strategies, they generate a high volume of inbound buyer leads while building lasting relationships with prospective and past clients. Their mission is to deliver an exceptional home-buying experience by maintaining consistent communication, creating strong community connections, and generating referrals through outstanding customer service. ### About the Role: The client is seeking a proactive and relationship-driven **Real Estate Virtual Assistan**t to manage lead follow-up throughout the sales pipeline, maintain an organized CRM, and support long-term client relationships. This role is responsible for nurturing new and existing leads through every stage of the customer journey, from initial connection to long-term community engagement, by qualifying prospects, coordinating appointments, managing Follow Up Boss, supporting social media lead follow-up, and maintaining organized communication systems. The ideal candidate is bilingual, highly organized, tech-savvy, coachable, and passionate about delivering an exceptional client experience. ### Key Responsibilities ### Sales Pipeline Management * Manage leads throughout the company's sales pipeline: Connection, Commitment, Closing, and Community. * Ensure every lead receives timely and consistent follow-up. * Move prospects through each stage while maintaining accurate CRM records. ### Database Management * Organize, clean, and maintain a database of 1,000+ contacts in Follow Up Boss. * Ensure records remain accurate, organized, and up to date. * Remove duplicate or incomplete records as needed. ### Lead Management and Qualification * Monitor and manage inbound leads received through the company's CRM. * Contact new leads promptly via phone, text, and email. * Qualify buyers by identifying their purchase timeline, financial readiness, and overall buying potential. * Identify high priority opportunities and schedule appointments with the sales team. * Soft-qualify buyers based on urgency, motivation, and financial readiness. * Email Marketing & Lead Generation: Must have hands-on experience with Canva, DeskFlo, and similar email marketing/newsletter platforms to create and distribute engaging quarterly newsletters to nurture leads, with bonus consideration for candidates experienced in designing lead magnets, digital freebies, and social media lead generation campaigns. ### CRM Management and Automation * Manage and maintain accurate records in Follow Up Boss. * Build and optimize automated email and text message follow up campaigns. * Keep all lead statuses, notes, and communication history updated. * Create reminders and workflows that improve consistency across the sales process. * Utilize ChatGPT or similar AI tools to improve communication and productivity. * Manage social media lead follow-up workflows. ### Lead Nurturing * Maintain regular communication with prospects who plan to purchase in the future. * Develop personalized follow up strategies that keep buyers engaged over time. * Re engage inactive leads and maintain long term relationships. ### Past Client Engagement * Maintain ongoing communication with previous clients to encourage repeat business and referrals. * Coordinate reminders for birthdays, anniversaries, home purchase anniversaries, and other relationship building opportunities. * Help develop systems that strengthen client retention and referral generation. ### Administrative Support * Assist with CRM organization and database management. * Track appointments and follow up activities. * Provide reminders and updates to the sales team regarding important client activities. * Recommend process improvements that increase efficiency and lead conversion. * Utilize Microsoft Word and Excel for administrative tasks and reporting. * Assist as needed with obtaining client documents during the loan process such as verification of employment, Home owners insurance, Escrow and title documents, appraisal ordering. ### Qualifications & Skills ### Must * 2+ years of experience in real estate, lead nurturing, inside sales, appointment setting, customer relationship management, or virtual assistance. * Previous experience using **Follow Up Boss**. * Bilingual English and Spanish (**excellent verbal and written** communication skills). * Experience communicating professionally through phone, text, and email. * Experience managing CRM databases and maintaining accurate records. * Comfortable using **Microsoft Word, Excel, and AI tools such as ChatGPT.** * Strong organizational skills and attention to detail. * Ability to prioritize multiple tasks in a fast-paced environment. ### Preferred * Experience working with residential real estate teams or brokerages. * Experience building CRM automations and follow-up campaigns. * Knowledge of mortgage terminology, financing basics, debt-to-income ratios, loan-to-value ratios, and buyer qualification. * Experience supporting social media lead follow-up. * Experience generating referrals and maintaining long-term client relationships. ### Personality Traits * Coachable and eager to learn. * Proactive and self-motivated. * Detail-oriented. * Friendly and approachable. * Strong team player. * Relationship-driven. * Highly organized. * Dependable and accountable. * Positive attitude. * Solutions-oriented. Originally posted on [Himalayas](https://himalayas.app)