Outbound Client Appointment Setting Virtual Assistant

🔥 25 minutes ago

🌏 Anywhere in the World

⏱ Part Time

🟡 Mid-level

🟠 Senior

👨‍💼 Executive Assistant

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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20four7VA

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

20four7VA is a dedicated virtual assistant services company that provides customizable remote staffing solutions for businesses of all sizes. They offer a wide range of virtual assistant services, including administrative, business support, marketing, and technical assistance, helping clients to achieve efficiency and reduce overhead costs. With a robust team of skilled VAs, 20four7VA ensures that clients can focus on growing their business while their various needs are met by qualified professionals.

📋 Description

• Contact existing policyholders to schedule annual reviews and consultations • Follow up on lapsed policies, missed payments, banking changes, and other client needs • Explain call purposes professionally using approved client information • Handle routine questions and objections and guide conversations toward scheduling • Book appointments and maintain the advisor’s calendar • Conduct outbound calls through Dialpad • Use the correct script for each client category and outreach campaign • Maintain natural, confident conversations while following approved messaging • Document call outcomes, client responses, and follow-up requirements • Review call recordings and apply feedback to improve performance • Maintain accurate client lists, appointment logs, and tracking spreadsheets • Organize outreach activity by campaign and client type • Track outstanding callbacks and follow-up appointments • Provide regular updates on calling activity and scheduled appointments • Deliver task-specific business support services to improve client efficiency, service delivery, or operational functions

🎯 Requirements

• Proven outbound calling or appointment-setting experience required • Strong phone-based customer service experience required • Excellent spoken and written English required • Ability to follow multiple scripts accurately required • Experience handling routine objections and securing appointments strongly preferred • Financial-services or insurance-agency experience preferred • Dialpad or similar calling-platform experience preferred • Spreadsheet and client-record management experience preferred • Confident and experienced with outbound phone communication • Excellent listener with natural rapport-building ability • Highly organized and attentive to details • Coachable and quick to implement feedback • Comfortable handling objections without becoming overly scripted • Dependable, consistent, and accountable for results • Knowledge of Dialpad preferred • Knowledge of Google Sheets / Microsoft Excel required • Knowledge of email and calendar platforms required • Knowledge of client tracking / CRM systems required • Availability for 20 contracted hours per week, Monday through Friday • Availability during flexible EST business hours • Ability to work as an independent contractor under a Master Services Agreement and Statement of Work

🏖️ Benefits

• 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 • Potential to increase contracted hours as responsibilities expand