Outbound Client Appointment Setting Virtual Assistant

20four7VA

Remote regions

Global

Benefits

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Role Overview:

  • 20four7VA is seeking offshore independent contractors to provide remote business support to a financial-services agency.
  • The VA will manage outbound client calling, annual review scheduling, and lapsed-policy follow-up using approved scripts.

Responsibilities:

  • Conduct outbound calls through Dialpad, using correct scripts for each client category.
  • Document call outcomes, maintain client lists, and track appointment schedules.
  • Provide regular updates on calling activity and scheduled appointments.

Requirements:

  • Proven outbound calling or appointment-setting experience and strong phone customer service.
  • Excellent spoken and written English, with the ability to follow multiple scripts.
  • Experience with Dialpad, spreadsheets, and CRM systems is preferred.

What We Offer:

  • Competitive rates and weekly payments.
  • Free training, upskilling, and constant support.
  • A vibrant community of virtual assistants.

20four7VA

20four7VA connects offshore independent contractors with clients worldwide, primarily in developed markets. They offer free training, constant support, and a vibrant community for their contractors.

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