CPT-11632 Outbound Client Appointment Setting Virtual Assistant

Location: Worldwide APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Log in using your 20four7VA-issued email address to access the portal. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you're interested in this opportunity, click APPLY TO POSITION to proceed. ******************************************************************** Title: CPT-11632 Outbound Client Appointment Setting Virtual Assistant Independent Contractor – CPT-11632 Outbound Client Appointment Setting Virtual Assistant/Business Support VA/Junior-Senior Level (Remote). Overview 20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. An established financial-services agency is seeking an experienced Business Support VA to manage outbound client calling, annual review scheduling, lapsed-policy follow-up, and appointment coordination. The agency serves existing clients with life insurance, annuities, retirement, and related financial products. This is not a cold-calling or insurance sales position. The VA will contact established policyholders using approved scripts, identify the appropriate reason for follow-up, and schedule appointments with the agency owner. The ideal candidate is a confident, highly organized, and coachable phone professional who can execute calling campaigns independently without requiring basic telephone communication training. The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor. Scope of Services Contractors will be required to provide services that align with the following client tasks: Outbound Client Calling & Appointment Setting Contact existing policyholders to schedule annual reviews and consultations Reach out regarding lapsed policies, missed payments, banking changes, and other follow-up needs Explain the purpose of each call professionally using approved client information Handle routine questions or objections and guide conversations toward scheduling Book appointments and maintain the advisor's calendar Call Execution & Follow-Up Conduct outbound calls through Dialpad Use the correct script for each client category and outreach campaign Maintain natural, confident conversations while following approved messaging Document call outcomes, client responses, and follow-up requirements Review call recordings and apply feedback to improve performance Administrative & Client Tracking Maintain accurate client lists, appointment logs, and tracking spreadsheets Organize outreach activity according to campaign and client type Track outstanding callbacks and follow-up appointments Provide regular updates on calling activity and scheduled appointments Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing. Skills The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements: Proven outbound calling or appointment-setting experience required Strong phone-based customer service experience required Excellent spoken and written English required Ability to follow multiple scripts accurately required Experience handling routine objections and securing appointments strongly preferred Financial-services or insurance-agency experience preferred Dialpad or similar calling-platform experience preferred Spreadsheet and client-record management experience preferred IDEAL CANDIDATE PROFILE Confident and experienced with outbound phone communication Excellent listener with natural rapport-building ability Highly organized and attentive to details Coachable and quick to implement feedback Comfortable handling objections without becoming overly scripted Dependable, consistent, and accountable for results APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED Dialpad – Experience Preferred Google Sheets / Microsoft Excel Email & Calendar Platforms Client Tracking / CRM Systems Work Schedule Contracted Hours per Week: 20 Hours (Potential to increase as responsibilities expand) Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing) Daily Working Time:  Flexible EST Business Hours – Exact Schedule TBD Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW. Terms of Engagement Contractors will operate under a Master Services Agreement and a Statement of Work This is not an offer of employment; contractors are not employees of 20four7VA or any client All compensation is processed through 20four7VA according to the terms of the engagement Role Summary & Requirements REQUIRED SERVICE: Business Support REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level Contracted Hours per Week: 20 hours/week (Potential to increase as responsibilities expand) Daily Working Time:  Flexible EST Business Hours – Exact Schedule TBD Scheduled Working Days: Monday-Friday REPORTING TO/POC: To Be Determined Number of VAs: 1 GENDER PREFERENCE: None LANGUAGES SPOKEN/PREFERENCE: English ACCENT PREFERENCE:  Level A-B Preferred (Excellent Spoken English Required) REGION PREFERENCES: Any What we offer Competitive rates Weekly payments Various open roles are available Free training and upskilling Constant support and guidance A vibrant community always ready to support you And more!