Virtual Assistant – Appointment Setting

Description

• Role: Outbound Client Appointment Setting Virtual Assistant (CPT-11632) with 20four7VA.

• Location: Worldwide — fully remote, open to offshore independent contractors.

• Employment type: Part-time, independent contractor.

• Client: An established financial-services agency serving existing insurance and retirement-product clients.

• Main objective: Schedule client reviews and consultations, manage follow-ups, and improve business efficiency.

• Work schedule: 20 hours per week, Monday–Friday, during flexible US Eastern Time (EST) business hours.

• Key distinction: This is not cold calling or insurance sales; you’ll contact existing policyholders.

Responsibilities

• Make outbound calls to existing clients to schedule annual reviews and consultations.

• Follow up on lapsed policies, missed payments, banking changes, and other client-service needs.

• Use approved scripts to explain calls, handle routine objections, and secure appointments.

• Manage the advisor’s calendar and coordinate client appointments.

• Conduct calls through Dialpad and apply feedback from call recordings.

• Record call outcomes, client responses, and follow-up actions accurately.

• Maintain client lists, tracking spreadsheets, and appointment logs.

• Provide regular updates on calling activity and scheduling results.

Requirements

• Experience: Proven outbound calling, appointment-setting, and phone-based customer service experience.

• Communication: Excellent spoken and written English, with a confident, professional phone manner.

• Calling skills: Ability to follow multiple scripts, build rapport, handle objections, and book appointments.

• Organization: Strong attention to detail, reliable follow-up, and accurate recordkeeping.

• Coachability: Willingness to accept feedback and improve performance.

• Software proficiency: Google Sheets or Microsoft Excel, email and calendar tools, and CRM/client-tracking systems.

• Preferred experience: Dialpad or similar calling platforms, plus insurance or financial-services experience.

• Availability: Ability to work 20 hours weekly during agreed US Eastern Time business hours as an independent contractor.

Benefits

• Competitive rates for contracted services.

• Weekly payments processed through 20four7VA.

• Free training and upskilling opportunities.

• Ongoing support and guidance throughout the engagement.

• Supportive community of fellow virtual assistants.

• Flexible remote work with a defined part-time schedule.

• Potential for more hours as responsibilities and client needs expand.

• Additional opportunities: Access to other available VA roles through 20four7VA.