CPT-11495 Appointment Setting Virtual Assistant

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-11495 Appointment Setting Virtual Assistant/Business Support VA/Entry-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. A Florida-based licensed life insurance agent is seeking a part-time Virtual Assistant to contact existing annuity leads and schedule qualified appointments for the client and other agents on the team. The client has already generated a large volume of leads and currently has more than 280 prospects requiring follow-up, with additional leads expected to continue entering the pipeline. The VA's responsibility is straightforward: call the leads, determine interest, and book appointments on the appropriate agent's calendar. 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 Calling Call client-generated annuity and life-insurance leads Follow client-provided scripts and talking points Confirm basic interest and availability Handle basic objections professionally Maintain a natural, conversational phone approach Conduct recurring follow-up with leads when appropriate Appointment Setting Schedule qualified prospects on the client's or designated agent's calendar Select the appropriate calendar based on client instructions Confirm appointment information Maintain accurate lead statuses and follow-up requirements Ensure promising leads are not lost due to missed follow-up CRM & Tracking Update lead records in GoHighLevel Record call outcomes and notes Maintain accurate follow-up information Track appointments scheduled Provide basic end of day reporting as requested by client 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 appointment setting, outbound calling, customer service, or lead-generation experience required Strong spoken English required Experience calling U.S.-based consumers preferred GoHighLevel and/or CRM experience preferred Insurance, annuity, mortgage, banking, or financial-services experience is a plus but not required Strong objection-handling skills preferred Comfortable working toward appointment-setting goals IDEAL CANDIDATE PROFILE Confident and professional on the phone Strong appointment-setting ability Comfortable with high-volume outbound calls Natural communicator who can work from a script without sounding robotic Persistent without being aggressive Strong follow-up habits Organized and results-focused Comfortable working with U.S.-based prospects APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED GoHighLevel – Preferred Phone / Dialer Systems Calendar / Appointment Scheduling Tools Email / SMS Platforms Work Schedule Contracted Hours per Week: 10 Hours (May increase to 20+ hours/week as lead volume grows) Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing) 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: Entry, Junior, Senior, and Advanced Level Contracted Hours per Week: 10 hours/week (May increase to 20+ hours/week as lead volume grows) 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 Preferred (Native or near-native English accent 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!