Here’s a quick video sharing why you may want to work with us! 

I’m Rhino Julie, and I LOVE building super teams to service our clients' needs.

If you love a challenge, love problem solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!

My promise to you:

I provide a FUN working environment.

We are constantly learning new things.

We are a team who wants to be the best at what we do, which means you have the BEST teammates.

I ALWAYS pay on time.

I treat all of my team members with respect and love.

Client Overview:

Micah is an amazing financial professional, and he is looking for an amazing unicorn to take over administrative tasks, client follow-ups, and CRM organization so he can focus on serving clients and growing the business.

Client Requirements:

• Must be able to work 20 hours per week
• Must be able to work a consistent 4-hour block between 8am and 1pm Central  Time (US)
• Must have strong English communication skills (written and verbal).
• Must be comfortable speaking English clearly with minimal accent for making phone calls.
• Must be highly organized, detail-oriented, proactive, and able to manage multiple priorities independently.
• Must have experience using a CRM platform. Experience with GoHighLevel is helpful but not required.
• Experience with Shopify is nice to have but not required.
• Previous experience in insurance, finance, or another professional services firm is helpful but not required.

Responsibilities/Tasks:

Must-Have Experience (Responsibilities You Must Be Proficient In):

These are the tasks the VA needs to handle from day one, but training will be provided on the clients’ specific tools and internal processes:

CRM and Administrative Support

• Schedule appointments, send intake forms, and keep client and lead information organized.
• Update GoHighLevel with intake forms, meeting notes, conversation history, voice-to-text recaps, and next steps.
• Help set up GoHighLevel sub-accounts when new agents are onboarded.
• Maintain accurate and complete records so Micah can easily see the status of each client, lead, or application.

Application and Case Tracking

• Track active applications and outstanding requirements through GoHighLevel’s pipeline.
• Follow up with carriers or case managers for status updates and missing documentation.
• Prepare draft client updates based on the latest case information.
• Alert Micah when a case requires his input, approval, or follow-up.

Lead and Relationship Follow-Up

• Follow up with inbound and outbound leads through phone, email, and SMS using approved templates and scripts.
• Conduct warm follow-up calls with current clients and referral partners using approved messaging.
• Record conversations, lead statuses, and next steps in GoHighLevel.
• Escalate complex questions or situations requiring Micah's attention.

Nice-to-Have Experience (Responsibilities You Can Learn Over Time):

These tasks are valuable but can be trained on the job:

Client and Referral Partner Support

• Help maintain referral records, coordinate partner follow-ups, and arrange thank-you cards or gifts when appropriate.
• Check in with current clients, assist with annual review reminders, and prepare draft responses to general questions.

Insurance Customer Service Support

• Monitor voicemail requests and organize them using Micah’s intake process.
• Retrieve policy information or documents from carrier portals and direct requests to the appropriate contact.

Light Marketing Support and Local Outreach 

• Assist with light social media content creation + marketing mailers. 
• Research relevant speaking engagements, networking events, and business groups as needed.
• Contact organizers and help coordinate approved speaking or networking opportunities.

Shopify Store Support 

• Assist with basic Shopify store management, including updating products, pages, navigation menus, and apps.
• Coordinate with Micah on more advanced store changes or app configurations as needed.

Pay and Benefits:

• Competitive hourly rates
• Wellness package
• Squad Breaks (paid time off)
• Quarterly performance bonuses
• Holiday and year-end bonuses
• Annual appraisal

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Our super cool hiring process:

• We have real people communicating with you and looking at your application!
• We PAY you to take a Paid Test for the client you're applying for to make sure you like the job and you have the skills for it. 
• At any time, you can check out the other clients we have and ask to take Paid Tests for them, as well!

Please note that there is a 1-time Profile that you will help us fill out before the Paid Test. This profile will be sent to our clients, along with your Paid Test results. We value you as a person, and we value your time. Once you're in with Rhino Squad, you're IN, and you have lots of job opportunities available to you. So we appreciate your help in preparing your details to present to our clients.

IMPORTANT: Do not book on Rhino Julie's client booking page, this causes our potential clients to be unable to book sales calls with her. We love your enthusiasm, but Rhino Julie's job is to get clients for our virtual assistants to get their dream jobs. Our recruitment teams job is to take care of our applicants and help them match with their dream job. So, please apply here for your dream job and we will invite you for an interview if your qualifications match the job you're interested in. We cannot stress how important it is to leave her calendar open for her client calls.