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Financial Virtual Assistant Jobs in Dallas, TX (NOW HIRING)

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Sales Representative Sphere Rocket Virtual Assistants Farmers Branch, Texas About Sphere Rocket ... insurance, financial services, coaching, marketing, and more. As we continue to grow, we are ...

Director, FP&A

Irving, TX · On-site

$135K - $226K/yr

The Director will lead a team of finance professionals and manage the monthly close and forecast ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...

Director, FP&A

Irving, TX · On-site

$135K - $226K/yr

The Director will lead a team of finance professionals and manage the monthly close and forecast ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...

Sr. Telephony Analyst

Dallas, TX · On-site

$87K - $115K/yr

Manage and support Intelligent Virtual Assistant (IVA) technologies, including implementation ... Experience within mortgage servicing, financial services, banking, insurance, or other regulated ...

Sr. Telephony Analyst

Dallas, TX

$87K - $115K/yr

Manage and support Intelligent Virtual Assistant (IVA) technologies, including implementation ... Experience within mortgage servicing, financial services, banking, insurance, or other regulated ...

Remote Virtual Executive Assistant

Dallas, TX · On-site +1

$1.5K - $3.8K/mo

The Executive Assistant is a vital member of the Zirtual team and serves as the primary point of ... No Financial Requests: Zirtual will never ask for payment or demand personal financial details ...

The Executive Assistant is a vital member of the Zirtual team and serves as the primary point of ... No Financial Requests: Zirtual will never ask for payment or demand personal financial details ...

Direct virtual-assistant capacity supporting the pod, including work allocation, training, quality ... Payer Ops, Finance, RCM, Clinical Ops, and Customer Experience. * Serve as the day-to-day ...

New

Direct virtual-assistant capacity supporting licensing workflows, including work allocation ... Finance, RCM, Clinical Ops, and Customer Experience. * Evaluate where work should be brought in ...

New

Sr. GRC Analyst

Irving, TX · On-site

$100K - $168K/yr

You will partner with SOX, SOC, architecture, automation, and finance leaders to strengthen the ... Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related ...

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Financial Virtual Assistant information

See Dallas, TX salary details

$11

$24

$33

How much do financial virtual assistant jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for financial virtual assistant in Dallas, TX is $24.14, according to ZipRecruiter salary data. Most workers in this role earn between $20.19 and $27.12 per hour, depending on experience, location, and employer.

What is a financial virtual assistant?

A Financial Virtual Assistant is a remote professional who provides administrative and financial support services to businesses, entrepreneurs, or individuals. Their tasks often include bookkeeping, invoice management, expense tracking, financial reporting, and coordinating with accountants or clients. They help streamline financial processes and ensure accuracy in financial records, all while working remotely. By hiring a Financial Virtual Assistant, organizations can save time and focus on core business activities while maintaining organized financial operations.

How does a financial virtual assistant typically collaborate with accounting teams and financial advisors remotely?

A Financial Virtual Assistant often works closely with accounting teams and financial advisors by managing schedules, preparing financial reports, and handling communication between clients and advisors. Collaboration is usually facilitated through cloud-based accounting software, shared document platforms, and regular video meetings. This remote setup requires strong organizational skills and clear communication to ensure that all parties stay informed and tasks are completed on time. Building effective digital workflows helps maintain productivity and accuracy, even when working from different locations.

What are the key skills and qualifications needed to thrive as a financial virtual assistant, and why are they important?

To thrive as a Financial Virtual Assistant, you need a background in finance or accounting, strong organizational skills, and experience with bookkeeping or financial administration. Familiarity with accounting software such as QuickBooks, Xero, or Excel, as well as secure file-sharing and communication platforms, is typically required. Exceptional attention to detail, time management, and discretion with sensitive information are vital soft skills in this role. These competencies ensure accurate financial record-keeping, efficient remote support, and trustworthy handling of confidential client data.

What is the difference between Financial Virtual Assistant vs Bookkeeper?

AspectFinancial Virtual AssistantBookkeeper
Primary RoleProvides administrative and financial support, including scheduling, data entry, and basic financial tasksManages day-to-day financial record-keeping, including transactions, invoicing, and reconciliations
CredentialsOften no formal certification; familiarity with financial software helpfulTypically requires bookkeeping certifications or experience
Work EnvironmentRemote, freelance or part-timeCan be remote or in-office, employed or freelance
Industry UsageUsed across various industries for administrative financial supportCommonly employed in small businesses, accounting firms

While both roles support financial tasks, a Financial Virtual Assistant focuses on administrative and support functions, whereas a Bookkeeper handles detailed financial record-keeping. The choice depends on the specific financial tasks needed by the employer.

What are popular job titles related to Financial Virtual Assistant jobs in Dallas, TX?

For Financial Virtual Assistant jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Financial Virtual Assistant jobs in Dallas, TX look for?

The top searched job categories for Financial Virtual Assistant jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Financial Virtual Assistant jobs?

Cities near Dallas, TX with the most Financial Virtual Assistant job openings:

Infographic showing various Financial Virtual Assistant job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $50,202 per year, or $24.1 per hour.

Sales Rep - Base + Commission!

Farmers Branch, TX • On-site

$60K/yr

Full-time

PTO

Re-posted 29 days ago

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Job description

Sales Representative

Sphere Rocket Virtual Assistants


Farmers Branch, Texas

About Sphere Rocket

Sphere Rocket is a virtual staffing platform that connects growing businesses with highly skilled virtual assistants. We help companies scale operations, increase efficiency, and create long-term growth through global remote talent solutions.

Our sales team currently includes 12 representatives and is expanding to 20. We are building a high-performance team with strong leadership, inbound demand, and recurring commission potential.

We just built out a Brand New 15,000 Sqft space!

Position Overview

We are hiring a Sales Representative to manage inbound Zoom appointments with business owners and decision-makers actively looking to hire virtual assistants.

This is a consultative sales role focused on understanding client needs, presenting our platform, and closing long-term recurring deals.

When appointments cancel or no-shows occur, representatives are expected to proactively:

  • Conduct outbound follow-up to unclosed opportunities across the organization
  • Re-engage aged leads
  • Prospect and generate additional opportunities
  • Maximize daily productivity and revenue generation

This is a performance-driven environment for individuals who take ownership of their pipeline.

Work Schedule

  • First 90 days: In-office, full time (Farmers Branch, TX)
  • After 90 days: 4 days in-office, 1 day remote per week

Compensation

  • $5,000 monthly base salary
  • Commissions paid on the life of every deal sold
  • Recurring commission structure that builds sustained income
  • Average earnings (base + commissions) reach $128,000 per year within 16 months
  • High performers significantly exceed this level

This structure allows representatives to build long-term recurring income rather than one-time payouts.

Key Responsibilities

  • Conduct inbound Zoom sales appointments
  • Identify business needs and recommend appropriate virtual staffing solutions
  • Close new client agreements
  • Follow up on unclosed opportunities
  • Work outbound outreach during no-shows or open calendar time
  • Maintain accurate CRM documentation
  • Collaborate with onboarding and support teams for smooth client transitions
  • Represent Sphere Rocket professionally at all times

Event & Travel Opportunities

Top performers may have opportunities to:

  • Travel to industry events and conferences
  • Represent Sphere Rocket at seminars and workshops
  • Generate leads and close deals at live events
  • Expand professional networks within target industries

This role offers growth beyond the sales floor for individuals who consistently perform.

What We’re Looking For

  • Strong communication and presentation skills
  • Confidence leading Zoom consultations
  • Ability to build trust with business owners
  • Competitive and performance-driven mindset
  • Self-starter who uses downtime productively
  • Coachable and growth-oriented
  • Sales experience preferred (B2B or service-based sales is a plus)

Why Join Sphere Rocket?

  • Consistent inbound lead flow
  • Recurring lifetime commissions
  • Rapid team growth and advancement opportunities
  • High-performance culture
  • Clear path to six-figure earnings
  • Exposure to conferences and industry events

If you are driven, disciplined, and motivated to build recurring income inside a fast-growing organization, we encourage you to apply.

We want to ensure that all applicants have a fair and equal chance, so we’re using a TestGorilla assessment (https://www.testgorilla.com). This minimizes unconscious bias in our hiring process. Successful candidates will be invited to a job interview.

Ready to join our team? Start by clicking the link below.
https://app.testgorilla.com/s/zxdabhr1

Company Description

Sphere Rocket VA is one of America's fastest-growing virtual staffing companies, helping business owners scale through world-class virtual assistant solutions.

We have helped thousands of entrepreneurs buy back their time, grow their businesses, and focus on what matters most. Our clients span a wide range of industries, including real estate, construction, home services, legal, healthcare, insurance, financial services, coaching, marketing, and more.

As we continue to grow, we are investing heavily in media, relationships, and community-building. We believe that meaningful business relationships are created through great conversations, and we are building industry-specific podcasts designed to connect us with successful business owners across the country.

Our headquarters in Farmers Branch, Texas is home to our leadership, marketing, media, sales, and operations teams. With professional podcast studios, dedicated production support, and a high-performance entrepreneurial culture, we provide our team members with the resources and environment needed to succeed.

We move quickly, value ownership, and believe that exceptional opportunities are created for people who take initiative and consistently deliver results.

If you're energized by meeting successful entrepreneurs, building relationships, creating opportunities, and surrounding yourself with ambitious people, you'll feel right at home at Sphere Rocket VA.