Healthcare Appointment Setter – Business Development Representative

🔥 22 minutes ago

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Winning Assistants LLC

51 - 200 employees

At Winning Assistants, we help doctors, healthcare professionals, and business owners save time, cut costs, and scale their operations with highly skilled, HIPAA-compliant virtual assistants. Our VAs handle tasks like admin support, medical office management, marketing, and customer service, allowing you to focus on growth.

📋 Description

• Conduct outbound calls to pre-qualified healthcare referral partners. • Introduce the organization's home healthcare services and generate interest. • Identify, qualify, and connect with healthcare decision-makers. • Schedule qualified meetings for the business owners. • Build and nurture relationships with referral partners through consistent follow-up. • Professionally handle gatekeepers, objections, and initial rejections. • Maintain accurate prospect records in Zoho CRM. • Document call outcomes, notes, and next steps. • Schedule and manage follow-up activities. • Track and manage the referral partner pipeline. • Use Zoom Phone for outbound calling. • Provide regular reports on outreach activities and appointment-setting results. • Assist with general administrative tasks as needed. • Conduct lead research and prospecting for future outreach campaigns. • Expand and maintain the referral prospect database as outreach efforts grow.

🎯 Requirements

• Experience in healthcare sales, appointment setting, business development, or outbound prospecting. • Hands-on experience using Zoho CRM (required). • Strong outbound calling and relationship-building skills. • Excellent verbal and written English communication skills. • Comfortable speaking with healthcare professionals and business decision-makers. • Experience booking appointments and managing follow-up pipelines. • Ability to confidently navigate gatekeepers and overcome objections. • Strong organizational skills with excellent attention to detail. • Accurate CRM documentation and record management. • Self-motivated, proactive, and results-oriented. • Professional, confident, and personable communication style. • Able to work independently with minimal supervision. • Reliable, accountable, and consistent. • *Preferred* • Experience in home healthcare, home care, or medical services. • Familiarity with healthcare terminology and referral-based businesses. • Experience using Zoom Phone or similar cloud phone systems. • Basic Requirements • Must speak and write English clearly and professionally. • Must have relevant work experience. • Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory). • Must be available to attend video meetings with camera on when required. • Technical Requirements • Computer: Reliable laptop or desktop computer. • Internet: Stable high-speed internet connection (minimum 25 Mbps). • Audio: Noise-canceling headset. • Video: Working webcam for virtual meetings. • Workspace: Quiet and professional work environment.

🏖️ Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. • Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. • HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. • Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. • Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. • Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. • Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. • Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

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