Financial Services Appointment Setter

🔥 12 hours ago

🇵🇭 Philippines – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

📅 Appointment Setter

👻 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.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Conduct outbound calls using client-provided prospect lists • Work from approved financial-services scripts • Ask prospects when they last reviewed their retirement accounts • Briefly communicate approved reasons for conducting a financial review • Handle basic objections professionally • Schedule qualified prospects through Calendly • Record calling outcomes and follow-up information in spreadsheets • Maintain consistent activity during assigned calling blocks • Deliver task-specific remote services to support client business efficiency, service delivery, or operational functions • Operate under a Master Services Agreement and Statement of Work

🎯 Requirements

• Offshore independent contractor status • Cold calling experience required • Appointment-setting experience required • Power dialer experience required • Financial services, insurance, mortgage, banking, or similar experience preferred • Strong spoken English required • Experience using scripts while maintaining a conversational tone • Confident and professional on the phone • Strong outbound calling background • Natural conversational style • Comfortable handling objections • Persistent without being aggressive • Strong appointment-setting ability • Comfortable speaking with U.S.-based consumers • Reliable and performance-driven • Power Dialer Systems required • 2X System preferred; client training available • Experience with Calendly • Experience with Excel / Google Sheets • Native or near-native English accent required (Level A-B) • Availability Monday through Friday for a consistent 2-hour daily block between 10:00 AM and 4:00 PM PST • Preferred region: Philippines

🏖️ 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