[Hiring] Lead Generation Specialist @Winning Assistants

Role Description

• Conduct virtual consultations with prospective patients, building rapport and identifying their goals and concerns.
• Clearly explain cosmetic and dental treatment options, benefits, and expected outcomes in a confident, persuasive manner.
• Present treatment plans and pricing transparently while positioning value to encourage commitment.
• Convert qualified leads into booked consultations and procedures through strategic follow-up and objection handling.
• Maintain consistent follow-up with warm and undecided leads to maximize conversion rates.
• Track lead sources, engagement status, and conversion metrics to optimize performance.
• Schedule appointments efficiently while aligning with provider workflow and availability.
• Document detailed consultation notes and patient interactions within the CRM/EHR system.
• Collaborate closely with clinical staff to ensure smooth patient handoff and experience.

Qualifications

• At least 1 year of proven experience in lead generation, sales, or treatment coordination within a U.S. dental or cosmetic setting.
• Strong ability to present treatment plans and confidently discuss pricing and financing options.
• Demonstrated success in converting inquiries into scheduled consultations or procedures.
• Excellent verbal communication skills with a clear, professional tone.
• Experience handling high-value or cosmetic-focused patients.
• Familiarity with scheduling/CRM/EHR systems (Oryx or similar preferred).
• Proficient with computers and able to quickly learn new systems.

Requirements

• Must be proficient in speaking and writing English very clearly.
• Must have relevant work experience.
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding (mandatory).
• Must be available for video meetings with your camera on (when needed).

Technical Requirements

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 10 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment.

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.