Job Description
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Title: Independent Contractor – CPT-10990 Cold Caller / Appointment Setter (Insurance – Medicare Focus)/Business Support/Junior-Advanced 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.
The Cold Caller / Appointment Setter will support a licensed insurance brokerage by conducting outbound calls to pre-generated lead lists. The primary objective of this role is to engage prospects turning 65, provide high-level information, qualify interest, and schedule appointments for licensed agents. This role requires strong English communication skills, professionalism, and accurate record-keeping.
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:
- Make outbound calls to provided lead lists using CallTools or similar VoIP system
- Engage prospects in a clear, professional, and compliant manner
- Screen prospects based on predefined qualification criteria
- Introduce the brokerage services at a high level (no selling of policies)
- Schedule appointments for licensed agents
- Accurately log call outcomes, dispositions, and notes within the dialer or spreadsheet
- Maintain confidentiality of all prospect information
- Follow approved scripts, call flows, and SOPs
- Participate in initial training and coaching provided during onboarding
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:
- Native or near-native English speaking accent
- Prior experience with outbound cold calling or appointment setting
- Experience calling U.S.-based prospects
- Clear, professional phone presence
- Strong listening skills and attention to detail
- Ability to follow scripts while sounding natural
- Comfortable logging detailed call notes and outcomes
Preferred Skills
- Insurance or Medicare-related exposure (not required)
- High reliability and punctuality
- Ability to build rapport quickly over the phone
Tools & Systems:
- CallTools (preferred) or similar dialer
- Spreadsheet or built-in call disposition tool for record keeping
Work Schedule
- Contracted Hours per Week: 20 Hours
- Scheduled Working Days: Monday through Friday
- Daily Working Time: TBD 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.
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- Advanced Level
- Contracted Hours per Week: 20 hours/week
- Daily Working Time: TBD 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
- 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!
