Job Description
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Title: Independent Contractor – CPT-11389 Outbound Appointment Setter – Financial Services/Business Support VA/Entry-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.
A team of independent financial advisors is seeking an experienced Outbound Appointment Setter to generate qualified 30-minute Zoom appointments with prospective clients.
The advisors work primarily with educators, government employees, pension-plan participants, and individuals participating in employer-sponsored retirement plans such as 401(k)s. The company maintains an extensive database of prospects and will provide the VA with calling lists, scripts, demographic information, and training.
This is a high-volume, phone-based appointment-setting position. The VA is not responsible for selling financial products, providing financial advice, collecting documents, or closing business. The objective is to engage prospects professionally, handle basic objections, qualify interest, and schedule appointments that have a strong likelihood of being retained.
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 Appointment Setting
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
Prospect Qualification & Objection Handling
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
Appointment Quality
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
Calling & Activity Management
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.
Skills
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
IDEAL CANDIDATE PROFILE
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
APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED
Power / Automated Dialing Systems
Calendar & Appointment Scheduling Platforms
Zoom
Lead Databases / Prospect Lists
Seamless.ai (Lead Source platform; Training provided)
Work Schedule
- 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.
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: 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
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!
