CPT-11389 Outbound Appointment Setter – Financial Services

• Make high-volume outbound calls using company-provided prospect lists

• Work within an automated/power dialing system

• Follow demographic-specific scripts and messaging

• Introduce the purpose of the financial education or planning consultation

• Schedule qualified prospects for 30-minute Zoom appointments

• Book appointments according to advisor calendar availability

• Conduct brief qualification conversations before scheduling

• Determine genuine interest rather than simply booking uncommitted appointments

• Handle common objections professionally and calmly

• Adjust conversations naturally while remaining within approved messaging

• Offer appropriate future appointment times or follow-up opportunities when prospects are initially unavailable

• Maintain a consultative, non-aggressive phone demeanor

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
• Contracted Hours per Week: 20 hours/week
• Daily Working Time: TBD - Flexible between 9 AM - 5 PM PST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None (Female Slightly Preferred; Strong Male Candidates Should Also Be Considered)
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Clear, Easily Understood English Required)
• REGION PREFERENCES: Any

• Focus on generating appointments that are likely to attend

• Clearly communicate the purpose and value of the scheduled meeting

• Record relevant information gathered during conversations

• Maintain accurate appointment details

• Support confirmation or reminder activity if incorporated into the process in the future

• Maintain consistent outbound activity throughout scheduled calling hours

• Work efficiently through large prospect databases

• Follow assigned demographic campaigns and calling scripts

• Track calling outcomes and appointment activity

• Participate in coaching, mock calls, and ongoing script refinement

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:

• Previous cold calling or outbound telemarketing experience required
• Appointment-setting experience required
• Power dialer or automated dialing experience strongly preferred
• Customer service experience preferred
• Strong objection-handling skills required
• Excellent spoken English communication required
• Financial services, insurance, mortgage, banking, retirement, or related industry experience is preferred but not required
• Ability to learn demographic-specific scripts and basic financial-services terminology
• Previous experience working with U.S. consumers strongly preferred

• Experienced and confident outbound caller

• Calm, pleasant, professional phone demeanor

• Clear and easily understood spoken English

• Able to sound conversational rather than simply reading a script

• Comfortable handling objections without becoming overly aggressive

• Persistent while remaining respectful

• Goal-oriented and motivated by appointment-setting performance

• Coachable and willing to learn the terminology associated with retirement plans and financial services

• Comfortable working in a high-volume dialing environment

• Power / Automated Dialing Systems

• Calendar & Appointment Scheduling Platforms

• Zoom

• Lead Databases / Prospect Lists

• Seamless.ai (Lead Source platform; Training provided)

• Contracted Hours per Week: 20 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: TBD - Flexible between 9 AM - 5 PM PST

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