Outbound Appointment Setter – Financial Services

🔥 5 minutes ago

🌏 Anywhere in the World

⏳ 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.

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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

• Make high-volume outbound calls using company-provided prospect lists • Work within an automated/power dialing system • Follow demographic-specific scripts and messaging • Introduce the purpose of financial education or planning consultations • Schedule qualified prospects for 30-minute Zoom appointments • Book appointments according to advisor calendar availability • Conduct brief qualification conversations before scheduling • Determine genuine interest rather than simply booking uncommitted appointments • Handle common objections professionally and calmly • Adjust conversations naturally while remaining within approved messaging • Offer future appointment times or follow-up opportunities when prospects are initially unavailable • Maintain a consultative, non-aggressive phone demeanor • Generate appointments likely to attend • Clearly communicate the purpose and value of scheduled meetings • Record relevant information gathered during conversations • Maintain accurate appointment details • Support confirmation or reminder activity if incorporated in the future • Maintain consistent outbound activity throughout scheduled calling hours • Work efficiently through large prospect databases • Follow assigned demographic campaigns and calling scripts • Track calling outcomes and appointment activity • Participate in coaching, mock calls, and ongoing script refinement • Provide task-specific business support services to financial advisors and clients • Operate under an independent contractor agreement with agreed timelines, guidelines, and deliverables

🎯 Requirements

• Previous cold calling or outbound telemarketing experience required • Appointment-setting experience required • Power dialer or automated dialing experience strongly preferred • Customer service experience preferred • Strong objection-handling skills required • Excellent spoken English communication required • Financial services, insurance, mortgage, banking, retirement, or related industry experience preferred but not required • Ability to learn demographic-specific scripts and basic financial-services terminology • Previous experience working with U.S. consumers strongly preferred • Experienced and confident outbound caller • Clear and easily understood spoken English • Able to sound conversational rather than simply reading a script • Comfortable handling objections without becoming overly aggressive • Persistent while remaining respectful • Goal-oriented and motivated by appointment-setting performance • Coachable and willing to learn retirement-plan and financial-services terminology • Comfortable working in a high-volume dialing environment • Knowledge of power/automated dialing systems required • Knowledge of calendar and appointment scheduling platforms • Knowledge of Zoom • Knowledge of lead databases/prospect lists • English required • Clear, easily understood English required (Accent Preference: Level A-B) • Independent contractor status 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 • Flexible working time between 9 AM and 5 PM PST • 20 contracted hours per week