CPT-10969 Appointment Setting & Outbound Calling Virtual Assistant

• Make high-volume outbound calls to warm insurance leads
• Contact leads as quickly as possible after they enter the system (“speed to lead”)
• Follow provided scripts to introduce services and engage prospects
• Qualify basic interest and schedule appointments with the client
• Handle common objections professionally (e.g., “not interested,” “no time”)

• Reattempt contact for missed or unresponsive leads
• Work through large lead lists systematically (including older leads)
• Prioritize new leads while maintaining follow-up cadence on existing ones
• Ensure no qualified lead is left untouched

• Log call outcomes, notes, and appointment details accurately
• Update lead statuses within the client’s system
• Maintain organized and up-to-date records of all interactions

• Utilize client-provided dialing system (VoIP such as VS Connect)
• Work within lead management platforms (and possibly VanillaSoft)
• Adapt quickly to client tools and workflows

• 2+ years of experience in outbound calling, appointment setting, or call center roles
• Strong objection-handling and persuasion skills
• Comfortable with high-volume dialing and repetitive call workflows
• Excellent English communication skills with a clear, neutral accent
• Professional, confident, and friendly phone presence
• Ability to follow scripts while sounding natural and conversational
• Highly organized and consistent with follow-ups
• Self-motivated and able to work independently

• Experience in insurance, telemarketing, or lead generation
• Familiarity with VoIP systems and dialers
• Previous experience working with CRM or lead management tools

• Dialing System: VoIP system (e.g., VS Connect or similar)
• Lead Management: Client-provided lead database / CRM
• Optional Tools: VanillaSoft (if implemented)
• Communication: MS Teams, Slack, or similar

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 9 AM to 6 PM EST.

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 to Advanced Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: 9 AM-6 PM EST
• 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 (native or near-native accent required)
• REGION PREFERENCES: Any