Financial Services Outreach & Appointment Setting Virtual Assistant

20four7VA

Remote regions

Global

Benefits

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Role Overview:

  • Independently schedule prospects for Zoom meetings using Calendly.
  • Handle basic objections professionally and consistently.
  • Work from approved financial-services scripts.

Email Outreach:

  • Send personalized individual emails through Gmail (no bulk mail merges).
  • Submit outreach through designated website contact forms.
  • Follow client-provided messaging and templates.

Lead Management:

  • Update spreadsheets with call and email activity.
  • Track appointments scheduled and outstanding follow-ups.
  • Ensure prospects requiring additional outreach are not forgotten.

Requirements:

  • Previous cold calling and appointment-setting experience required.
  • Power dialer experience required; 2X System preferred.
  • Excellent spoken and written English; native or near-native accent preferred.

20four7VA

20four7VA is a platform that connects offshore independent contractors with clients worldwide, providing virtual assistant and business support services. It operates with a global network of contractors and emphasizes professional development and community support.

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