CPT-11389 Outbound Appointment Setter – Financial Services

Job description

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you're interested in this opportunity, click APPLY TO POSITION to proceed. ******************************************************************** 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 (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!