Financial Industry Virtual Administrative Assistants

Financial Industry Virtual Administrative Assistants



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Team Double-Click® virtual assistants…

  • Save financial industry businesses up to 50% on office costs;
  • Help financial industry businesses make up to 50% more money;
  • Save financial industry businesses as much as 25% more time each day;
  • Allow financial industry business owners to affordably hire administrative assistance;
  • Help you respond to your customers faster…without overwhelming your staff.

On-Going Virtual Assistant Services - What We Do:

  • From the millions of virtual assistants on the 'net, we interview them to find the best of the best, turning away approximately 80% who apply. You receive the best virtual assistant possible;
  • Each insurance industry virtual assistant is skills tested, each receiving a pass or fail. You gain our access to the best, most efficient talent;
  • Work with you to help you determine which skills you need;
  • Match the best tested-and-approved virtual assistant to you and your business, giving you an edge in today's economy;
  • Provide ongoing backend support and management of the virtual assistant; you don't have to handle hiring, firing, or reprimands.

Team Double-Click® provides comprehensive financial virtual staffing solutions which include interviewing, testing, training, and accurately matching virtual administrative assistants to our clients' needs.

In today's rapidly changing business climate, the efficient and effective business wins, and that means having people who fit your needs perfectly, right when you need them. Whether you need to staff a single office with one or two people or one hundred uniquely skilled people - Team Double-Click® has virtual staffing services to help you meet your goals.

While many clients appreciate our ongoing virtual assistant services and ongoing backend support, others prefer to bypass the ongoing agency fees and opt for our virtual assistant direct placement option.

Top 8 Tasks Handed Off to Virtual Assistants by Our Most Successful Financial Industry Clients:

  • Team Double-Click's financial industry virtual assistants are trained in internet marketing for the financial business. Make more money by having your financial industry virtual assistant do your internet marketing for your business.
  • Catapult revenue by having your financial industry virtual assistant perform lead follow up calls for your financial business.
  • Never miss another client call - task your financial industry virtual assistant with customer service for your financial business.
  • Grow your financial business with a virtual marketing assistant.
  • Team Double-Click's financial industry virtual assistants are trained in inbound lead qualification. Stop turning clients away - your financial industry virtual assistant can perform lead qualification for your financial business.
  • Need more clients? Team Double-Click's financial industry virtual assistants have been trained in effective cold calling methods. Your financial industry virtual assistant can cold call for your business.
  • Phones not getting answered? Your financial industry virtual assistant can answer them!
  • Behind on your data entry? Statistics show that virtual assistants are more efficient at data entry.

Team Double-Click's financial industry virtual assistants and virtual assistant teams can do every back office task for you, including qualifying your leads. All of those tasks that keep you stuck in the office instead of selling more. We can get you out from behind your desk and out on the streets selling more product or services.

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Helping You Make More Money


If you're spending your valuable time answering lukewarm lead calls, performing customer service, fulfilling orders, making copies, sending faxes, preparing presentations, or any of the myriad other day-to-day tasks in the office, you're not getting the face time you need with clients.

Our financial industry virtual assistants are the only virtual assistants in the industry that are trained to take their superior bricks-and-mortar skills and put them to work in your office -- virtually. Additionally, we train our virtual assistants on the latest CRM and other online programs. Team Double-Click® also staffs virtual assistants who are willing and able to work in your unique backend systems on your behalf.

Be sure to ask your Team Double-Click® representative about our lead qualification solution too! With our proven lead qualification solution, your Team Double-Click® insurance industry virtual assistant(s) can ensure that each and every one of the leads that come through your office are answered, screened, followed up, and the hot ones passed on to you. No more cold leads. No more dead leads. Only the best leads come to you. The rest are "drip marketed" so they can become hot leads later on down the road. We can also work with any web-based CRM program you already use.

Need more leads? Did you know that Team Double-Click® can also assign a financial industry virtual assistant trained in marketing and internet marketing? These virtual assistants are trained to drive traffic to your website and help you get more leads!

Team Double-Click® has made it more affordable than ever for financial industry businesses to get the help they need at a price they can afford. We're so confident that you won't find better virtual assistant pricing anywhere this side of the Atlantic that we post our pricing on our site for the world to see!

Ask your Team Double-Click® representative how to virtualize your office today!

Get Your Own VA

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