Executive Assistant

** 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"

JOB TITLE

Executive Assistant

JOB ID

TYLRIC1

INDUSTRY

Life Insurance and Annuities

LOCATION

South Africa / LATAM

JOB STATUS

Full Time

WORK SCHEDULE

8:00am to 5:00pm CST

SALARY

$8 to $9 (keep closer to $8)

TARGET START DATE

ASAP

ROLE OVERVIEW

About the Client:

The Client is a fast-growing entrepreneurial organization specializing in life insurance, annuities, and financial education, with a separate mindset coaching division for athletes and professionals. We combine high-performance business systems with faith-driven values to help families, clients, and teams create lasting financial impact and personal growth. The company is expanding rapidly and seeking a long-term, leadership-minded Executive Assistant who will grow alongside the Founder and become a cornerstone of both business and family operations.

About the Role:

The Executive Assistant serves as the right hand to the Founder, managing business operations, communication, and outreach while maintaining daily rhythm across the Founder's professional and personal commitments. This hybrid role blends sales enablement, executive administration, and family coordination. The ideal candidate thrives on ownership, proactivity, and optimization-capable of driving sales activity while building systems that scale.

Key Responsibilities

1. Sales Outreach & Lead Generation (Approx. 60%)
   
   

• Respond immediately to all new followers, likes, and comments across social platforms with
  personalized outreach messages.
• Execute cold DM campaigns on Instagram, Facebook, LinkedIn, and TikTok to promote financial
  and coaching services.
• Use proven conversation frameworks to qualify prospects and book high-intent appointments
  directly on the Founder's calendar.
• Oversee automation systems and AI messaging flows to ensure seamless funnel performance.
• Track daily/weekly activity metrics and propose new growth opportunities.
  
  

1. Qualification & Appointment Setting
   
   

• Rigorously qualify prospects and recruiting candidates to ensure only serious, financially capable,
  and time-ready individuals reach the Founder.
• Manage appointment scheduling via Calendly, ensuring proper pre-call documentation and CRM
  tagging.
• Maintain a clean and accurate pipeline in Follow Up Boss and GoHighLevel, supported by Zapier
  integrations.
  
  

1. Executive Administration (Approx. 25%)
   
   

• Manage the Founder's email (Gmail), calendar (Google Calendar), and task priorities once trust is
  established.
• Prepare daily and weekly briefings, summaries, and reminders for meetings and deliverables.
• Track insurance policy submissions, follow up with carriers and clients, and ensure documentation
  accuracy.
• Maintain an organized digital workspace across Google Drive, Docs, Sheets, and Notion.
• Draft correspondence, proposals, and client materials using ChatGPT Pro, Grammarly, and Canva.
  
  

1. Family & Personal Coordination (Approx. 15%)
   
   

• Coordinate with the Founder's wife to integrate family events, birthdays, and children's activities
  into the business calendar.
• Plan and confirm family and business travel itineraries, ensuring schedules, flights, and
  accommodations are aligned with work commitments.
• Communicate with nannies, babysitters, and tutors to ensure smooth scheduling and household
  awareness.
• Monitor cleaning and maintenance schedules to prevent conflicts with meetings or calls.
  
  

1. Process Improvement & Leadership
   
   

• Audit and refine CRM, DM flows, and automation systems for efficiency.
• Build and maintain SOPs (Standard Operating Procedures) for all recurring workflows.
• Identify operational gaps and proactively recommend AI or system-based solutions.
• Serve as an internal leader who drives excellence, innovation, and accountability within the team.

Required Skills & Experience

• 3-5 years of Executive Assistant or Operations Manager experience.
• Proven track record in sales support, appointment setting, or lead generation.
• Advanced written and spoken English fluency with professional communication skills.
• Strong organization, attention to detail, and ability to manage multiple priorities simultaneously.
• Independent problem-solver capable of working autonomously with minimal supervision.
• High integrity and trustworthiness due to handling sensitive financial and family information.
  
  

Tools & Ecosystem

Candidates must be proficient or willing to quickly learn the following platforms:

• Google Workspace: Gmail, Calendar, Drive, Docs, Sheets
• GoHighLevel + Follow Up Boss + Zapier + Calendly
• Slack + ClickUp (or Asana) for team communication and project management
• Canva + Google Slides for presentations and marketing assets
• ChatGPT Pro + Grammarly + Loom for AI-assisted communication and SOP creation
• Notion or Google Drive for documentation and process tracking
• Social Media Platforms: Instagram, Facebook, LinkedIn, TikTok, YouTube

Core Values & Culture

We operate from a foundation of Faith, Integrity, Ownership, Growth, and Family.

• Faith & Purpose: Every action is guided by principles that honor God and serve others.
• Integrity & Excellence: We do the right thing, even when unseen, and pursue mastery in every
  task.
• Ownership & Leadership: We expect initiative-see a problem, solve it, and improve it.
• Growth & Innovation: We believe in lifelong learning, feedback, and continuous improvement.
• Family & Legacy: We build businesses that strengthen families and create long-term impact.
  

Success in This Role Looks Like

• Inbox and calendar are organized, priorities are clear, and no client or lead falls through the cracks.
• CRM and automations run smoothly with accurate lead tracking and timely follow-ups.
• The Founder and family operate from a clear, coordinated schedule with minimal conflict or
  overlap.
• Lead flow and appointment volume increase weekly through consistent messaging and
  optimization.
• The VA takes ownership of systems and initiatives-bringing ideas and solutions to the table
  regularly.