Insurance Lead Follow-Up, Appointment Setting Virtual Assistant

🔥 15 hours ago

🐊 Florida – Remote

🐊 Florida – Remote

⏱ Part Time

🟠 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.

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 lead outreach and follow up with prospective insurance clients • Call client-provided leads using approved scripts • Send SMS and email follow-ups according to the client's cadence • Respond to basic prospect questions using approved information • Maintain professional and conversational communication • Identify interested prospects and schedule appointments with the client • Maintain accurate prospect information and outreach notes • Track calls, emails, texts, and follow-up requirements • Maintain lead information in spreadsheets until a CRM is implemented • Update lead statuses and ensure interested prospects receive timely follow-up • Support a growing Florida-based insurance agency offering life insurance, health insurance, annuities, and related financial products • Deliver defined task-specific services under an independent contractor agreement, Statement of Work, and Master Services Agreement

🎯 Requirements

• Previous outbound calling, appointment setting, lead generation, or customer service experience required • Experience communicating with U.S.-based prospects strongly preferred • Strong spoken and written English required • Comfortable with phone, SMS, and email outreach • Spreadsheet and lead-tracking experience required • Insurance, financial services, mortgage, or similar experience is a plus but not required • CRM experience is a plus • Confident and personable on the phone • Native or near-native English speaking accent • Comfortable conducting recurring outbound calls • Strong appointment-setting and follow-up ability • Organized and dependable • Able to follow scripts while maintaining a natural conversation • Comfortable joining a newer business and growing with the agency • Motivated by consistent outreach and activity • Microsoft Excel / Google Sheets knowledge required • Gmail / Email Platforms knowledge required • Google Voice or Similar Dialer knowledge required once implemented • CRM Platforms knowledge required once implemented • Calendar / Appointment Scheduling Platforms knowledge required • Availability for 20 contracted hours per week, Monday through Friday, 10:00 AM–2:00 PM EST • English language; native or near-native English accent required • Female gender preference • Entry/Junior Level experience tier

🏖️ 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