Real Estate

From a transaction coordinator, listing admin, social media specialist, to an inside sales assistant, find the top real estate job templates here. 

Overview

Job Role Overview

Recommended Training

Job Role Tasks

  • Assisting in all aspects of the sales process from contract to close.
  • Collaborating with office staff to maintain a high level of customer service for sellers and potential buyers until the transaction is concluded.
  • Prospect for new clients and leads.
  • Provide assistance for the home inspection.
  • Provide leads for buyers agents.
  • Engage in ongoing education opportunities to provide the most relevant and up-to-date information for buyers & sellers.
  • Develop and feed a listing inventory.
  • Actively participate in weekly sales meetings.

Key Performance Indicators

  • Customer Satisfaction
  • DOM
  • # of leads

Disc Profile - C, C/S

English Proficiency - Medium / High

Medium / High - Must be able to communicate through marketing

Job Role Overview

Recommended Training

Job Role Tasks

  • Schedule Coordination
  • Accounting- Maintain all agent financial systems, profit-and-loss statements, bill payments, budget(s), bank accounts, and business credit card(s).
  • Oversee all aspects of the administration of the agent’s business.
  • Create and manage all systems for sellers, buyers, client database management, lead generation tracking, lead follow-up, and all office administration.
  • Coordinate the purchasing of any office equipment, marketing materials, and any other business-related supplies
  • Create and update a business operations manual and all job descriptions/employment contracts for any future hires.
  • Manage the recruiting, hiring, training, and ongoing leadership of all future administrative hires.
  • Answer phones in a polite, professional manner.
  • Return all emails within 15 minutes.
  • Prepare team meeting agenda and distribute it prior to meetings.
  • Take full notes at meetings and distribute
  • Send cards for upcoming milestones (birthdays, anniversaries, and so on.)

Key Performance Indicators

Call answer rate

Disc Profile - C

English Proficiency - Medium / High

Fluent

Job Role Overview

Recommended Training

Job Role Tasks

  • Implement Social Media Marketing Plan
  • Create Social Media Profiles for Agent
  • Create and Post to all Social Media Profiles Daily
  • Track Engagement with Post types
  • Stay up to date with all algorithm changes 
  • Educate yourself on all new platforms

Key Performance Indicators

  • # of engagements
  • # of leads
  • # of followers
  • # of follows
  • # of posts

Disc Profile - C

English Proficiency - Medium / High

Medium / High - Must be able to communicate through marketing

Job Role Overview

Recommended Training

Job Role Tasks

  • Determine Ideal Client
  • Create Identical Facebook Farm
  • Manage Marketing Budget
  • Track Leads and Conversion by Type and Spend
  • Manage Social Media and Website Specialists
  • Manage client database management program and system.
  • Create and regularly prepare all buyer and seller consultation packages.
  • Coordinate the preparation of all listing and open house flyers, graphics, signage, and all other marketing materials.
  • Manage and update agent website(s), blog(s), and online listings.
  • Regularly assist the agent to manage and enhance the agent’s social media presence.
  • Track and coordinate all inbound leads from websites, social media, and other online sources.
  • Coordinate all client and vendor appreciation events.
  • Regularly obtain client testimonials for websites, social media, and other marketing materials.
  • Coordinate and implement agent marketing videos and property videos on website(s), blog(s), social media, and client database email campaigns.
  • Coordinate all client and vendor appreciation events.
  • Regularly obtain client testimonials for websites, social media, and other marketing materials.
  • Coordinate and implement agent marketing videos and property videos on website(s), blog(s), social media, and client database email campaigns.

Key Performance Indicators

  • # of leads
  • Cost per lead 
  • # of videos
  • # of testimonials
  • # of attendees at events

Disc Profile - C

English Proficiency - Medium / High

Medium / High - Must be able to communicate through marketing

Job Role Overview

Recommended Training

Job Role Tasks

  • Create and Maintain Agent Website
  • Drive SEO to agent Website
  • Coordinate with marketing and social media admins

Key Performance Indicators

  • # of visitors to website
  • # of leads from website
  • Seo ranking

Disc Profile - C

English Proficiency - Medium / High

Low / Medium - Must be able to communicate through marketing

Job Role Overview

Recommended Training

Job Role Tasks

  • Oversee all aspects of buyer and seller transactions from executed purchase agreement to closing.
  • Coordinate title/escrow, mortgage loan, and appraisal processes.
  • Coordinate inspections, assist in negotiations regarding repairs and coordinate completion of repairs.
  • Regularly update and maintain communication with clients, agents, title officers, lenders, etc. 
  • Submit all necessary documentation to the office broker for file compliance.
  • Coordinate moving/possession schedules.
  • Schedule, coordinate and attend the closing process.
  • Enter all client information into the client database system.
  • Schedule 30-day, 90-day, and 120-day client customer service follow-up calls to assist with any home improvement provider recommendations and to ask for referrals.

Key Performance Indicators

  • # of referrals
  • # of days to submit documentation
  • Call answer rate

Disc Profile - C, C/S

English Proficiency - Medium / High

Medium / High - Must be able to communicate through marketing

Job Role Overview

Recommended Training

Job Role Tasks

  • Manage client database management program and system.
  • Create and regularly prepare all buyer and seller consultation packages.
  • Coordinate the preparation of all listing and open house flyers, graphics, signage, and all other marketing materials.
  • Manage and update agent website(s), blog(s), and online listings.
  • Regularly assist the agent to manage and enhance the agent’s social media presence.
  • Track and coordinate all inbound leads from websites, social media, and other online sources.
  • Coordinate all client and vendor appreciation events.
  • Regularly obtain client testimonials for websites, social media, and other marketing materials.
  • Coordinate and implement agent marketing videos and property videos on website(s), blog(s), social media, and client database email campaigns.
  • Coordinate all client and vendor appreciation events.
  • Regularly obtain client testimonials for websites, social media, and other marketing materials.
  • Coordinate and implement agent marketing videos and property videos on website(s), blog(s), social media, and client database email campaigns.

Key Performance Indicators

  • Conversion rate
  • Client testimonials
  • # of videos

Disc Profile - C, C/I

English Proficiency - Medium / High

Medium / High - Must be able to communicate through marketing

Job Role Overview

Recommended Training

Job Role Tasks

  • Create follow up process for buyer and seller clients
  • Engage with past clients to create referral opportunities
  • Send milestone cards to past clients
  • Create quarterly or monthly emails to past clients
  • Coordinate past client events

Key Performance Indicators

  • # of referrals
  • Engagement Rate
  • Open rate

Disc Profile - C

English Proficiency - Medium / High

Medium / High - Must be able to communicate through marketing

Frequently Asked Questions

Have questions about how a virtual assistant can help? Check out the FAQs below. 

Can a VA really help with Sales & Marketing for Property Management?

Virtual assistants are ideally suited to support your sales and marketing efforts! Find the right VA to manage your social media marketing strategy or support your sales team and business development.

What is the first step to hiring Sales & Marketing talent and determining the project cost?

Property managers are one step closer to finding the talent they need after posting an informative job description that attracts potential VAs for the role. Use our job description templates to target virtual assistants who are ideal for your role and company as independent contractors! 

What are the various ways I can connect with Sales & Marketing talent through VPM?

Companies can respond directly to inquiries about a job posting through the VPM platform. You can also search for available VAs that could be the right fit or let our TalentMatch algorithm deliver matches to your inbox. 

Why should I use VPM to find talent for Sales & Marketing Services?

Virtual PM Solutions was developed by property managers for property managers. We're the online virtual assistant job platform that delivers skilled independent contractors specifically for the property management industry. When you choose VPM, you have access to thousands of VAs who understand the industry and are ready to get to work for you!

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