Financial Services Outreach, Appointment Setting Virtual Assistant

🔥 0 minutes ago

🇺🇸 United States – Remote

⏱ 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

• 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 for Zoom meetings through Calendly • Record call outcomes and follow-up requirements • Maintain consistent calling activity during assigned blocks • Send personalized individual emails through Gmail • Submit outreach through designated website contact forms when required • Follow client-provided messaging and templates • Send emails one at a time rather than using bulk mail merges • Track completed outreach and follow-up activity accurately • Maintain organized prospect and outreach records • Update spreadsheets with call and email activity • Track appointments scheduled and outstanding follow-ups • Ensure prospects requiring additional outreach do not fall through the cracks • Follow established calling and email workflows consistently • Generate qualified Zoom appointments for a Los Angeles-based financial planning practice • Introduce the reason for outreach, generate interest, and schedule meetings with the financial professional • Provide task-specific business support services professionally in accordance with agreed timelines, guidelines, and deliverables

🎯 Requirements

• Previous cold calling experience required • Appointment-setting experience required • Power dialer experience required • Previous email outreach, lead generation, or prospecting experience preferred • Strong spoken and written English required • Microsoft Excel and Google Sheets proficiency required • Gmail experience required • Financial services, insurance, mortgage, banking, retirement, or similar industry experience a plus • Experience communicating with U.S.-based consumers strongly preferred • Strong organizational and follow-up skills • Confident and professional on the phone • Excellent spoken and written English • Natural conversational style • Comfortable handling objections without being overly aggressive • Detail-oriented and accurate with written outreach • Organized and dependable • Able to transition efficiently between calling and email tasks • Comfortable working independently from established scripts and processes • Performance-driven and reliable • Power Dialer Systems required • 2X System preferred; client training available • Calendly, Gmail, Microsoft Excel, Google Sheets, and web-based contact forms knowledge required • Native or near-native English accent required • Availability for 20 hours per week, Monday through Friday, in a consistent 4-hour daily block between 10:00 AM and 4:00 PM PST • Must 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 • Client-provided calling system, scripts, messaging, Calendly availability, and outreach lists • VPN provided by client if required • Potential increase to 20 contracted hours per week based on performance during the first month