CPT-11632 Outbound Client Appointment Setting Virtual Assistant

20four7VA is seeking an independent contractor for a remote Business Support Virtual Assistant role in outbound client calling and appointment setting. The client is an established financial-services agency that serves existing customers with life insurance, annuities and retirement products. The role is not cold calling or insurance sales. Work is about 20 hours a week, Monday through Friday, with the exact schedule to be confirmed against Eastern Time business hours.

The contractor phones established policyholders with approved scripts for each client group and campaign. Typical reasons for calling include scheduling annual reviews, following up on lapsed policies or missed payments, and checking on banking changes. The contractor explains the purpose of each call, answers routine questions, handles common objections and books appointments onto the advisor's calendar. Calls are made through Dialpad, and the result of each call, the prospect's replies and the next steps are logged.

Reviewing call recordings and acting on feedback is part of the job, along with keeping client rosters, booking logs and tracker sheets accurate. The contractor sorts outreach by campaign and client type, follows up on pending callbacks and appointments, and gives regular updates on calling activity. The posting describes the ideal candidate as confident on the phone, a good listener with natural rapport, organized, coachable and able to handle objections without sounding scripted. Strong spoken and written English is required, and the posting notes that basic telephone training is not needed.

Engagement terms are a master services framework and a statement of work, and the posting says it is not employment, with pay processed through 20four7VA. It mentions weekly payments, competitive rates, free training and ongoing support. Applicants who already went through the hiring steps or have worked with a client before should apply through the Team Portal.