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).

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.

Contractors will be required to provide services that align with the following client tasks:

• 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

• 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

• 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.

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

• 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

• Dialpad – Experience Preferred
• Google Sheets / Microsoft Excel
• Email & Calendar Platforms
• Client Tracking / CRM Systems

• 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.

• 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

• 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