Please Note: This job is being posted on behalf of Carmen Britt and Darius Britt (www.wealthnation.io) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.
Carmen and Darius Britt are the Founders of Wealth Nation, a life insurance agency and financial education company focused on helping families build wealth and create long-term financial legacies. Carmen brings a visionary, people-focused leadership style, while Darius brings systems-oriented precision and operational focus. Through advisory services and educational content, they simplify complex financial strategies so clients can take confident action. Their work is rooted in integrity, measurable impact, and human dignity.
We are seeking a Virtual Assistant who is operations-focused, highly organized, and experienced in supporting two leaders with different working styles. This person must be confident managing communication across distinct leadership styles while maintaining structure, clarity, and follow-through.
The ideal candidate must align with our Core Values:
- Lead With Love and Human Dignity
- Stand for Integrity and Courage
- Pursue Excellence and Ownership
- Create Impact Through Measurable Transformation
This role is critical to owning the day-to-day underwriting workflow and ensuring clients move through the insurance process smoothly and on time. You will serve as the operational point person between carriers, clients, and the internal team, with the goal of growing into greater ownership of insurance operations as the company expands.
Some of your responsibilities will include:
- Manage and prioritize multiple email accounts
- Communicate consistently with insurance carriers and clients throughout the underwriting process
- Communicate with internal agents regarding client status updates
- Maintain accurate underwriting status tracking
- Assist in completing insurance applications
- Order and track medical records
- Track and manage state insurance licenses to ensure compliance
- Manage calendars, including minor adjustments using Calendly
- Oversee document management and onboarding paperwork
- Provide project management support and task reminders
- Review emails daily and use them as the driver of workflow
- Follow up with clients to ensure required documentation is submitted in a timely manner
In addition to the above, the ideal candidate must be/have:
- Extremely detail oriented with strong follow-through
- Proactive self-starter who takes ownership of tasks
- Assertive and confident, able to push leaders when needed while remaining professional and respectful
- Comfortable balancing a visionary leader and a systems-focused leader
- Able to balance big picture thinking with detailed execution in a fast-paced environment
- Direct communicator who is emotionally intelligent and considerate
- Fun, energetic, and caring
- Strong organizational and time management skills
- Comfortable interacting directly with clients while maintaining a high level of professionalism and warmth
- Growth minded with a continuous improvement mentality
- A problem solver who takes charge and goes above and beyond
- Takes pride and produces high-quality work
- You must be tech savvy and quick to pick up new tools and software
- Willingness to obtain a life insurance license is a strong plus and may create additional growth opportunities within the company
Experience with the following tools is a plus!
- Google Workspace
- Google Calendar
- Calendly
- Slack
- Asana
- ActiveCampaign
- Insurance carrier portals such as OneAmerica and MassMutual
- ChatGPT
Position Details
- This is a 1099 contractor position with the potential to transition to a W2 position in the future
- Benefits include PTO, Sick Time, and Paid Holidays
- The position will be 15 to 20 hours per week with the potential to grow as business needs increase
- Hours are Monday through Friday, with required availability between 9:00 am and 1:00 pm EST for meetings and real-time communication. The schedule is flexible outside those hours.
- Travel is required 1 to 2 weeks per year for team and client meetings
- The pay rate is $29 per hour USD
- You must be able to pass a background check
- We are looking for someone to become a long-term (3+ years) team member
**Please do not contact Carmen Britt, Darius Britt, or Wealth Nation directly; doing so will disqualify your application***
