Outbound Appointment Setter – Financial Services

Overview:

• You will work as an independent contractor for 20four7VA, providing remote services to clients worldwide.
• A team of independent financial advisors needs an experienced Outbound Appointment Setter to generate qualified Zoom appointments.

Scope of Services:

• Make high-volume outbound calls using a power dialer and follow demographic-specific scripts.
• Conduct brief qualification conversations and handle objections professionally.
• Schedule appointments according to advisor calendar availability and ensure accuracy.

Ideal Candidate Profile:

• You are an experienced and confident outbound caller with clear spoken English.
• You are comfortable with high-volume dialing and persistent yet respectful.
• You are coachable and willing to learn financial-services terminology.