CPT-11414 Financial Services Appointment Setter

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A Los Angeles-based financial planning practice is seeking an experienced Appointment Setter to conduct outbound calls and schedule qualified prospects for Zoom consultations.

The client will provide prospect information, scripts, the calling system, and Calendly availability. The VA's responsibility is to conduct professional outreach, briefly explain the reason for the call, generate interest in reviewing the prospect's retirement accounts, and schedule appointments with the financial professional.

This is an appointment-setting position, not a financial advisory or sales-closing role.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Contractors will be required to provide services that align with the following client tasks:

• →Conduct outbound calls using client-provided prospect lists
• →Work from approved financial-services scripts
• →Ask prospects when they last reviewed their retirement accounts
• →Briefly communicate approved reasons for conducting a financial review
• →Handle basic objections professionally
• →Schedule qualified prospects through Calendly
• →Record calling outcomes and follow-up information in spreadsheets
• →Maintain consistent activity during assigned calling blocks

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Cold calling experience required
• Appointment-setting experience required
• Power dialer experience required
• Financial services, insurance, mortgage, banking, or similar experience preferred
• Strong spoken English required
• Experience using scripts while maintaining a conversational tone

• Confident and professional on the phone
• Strong outbound calling background
• Natural conversational style
• Comfortable handling objections
• Persistent without being aggressive
• Strong appointment-setting ability
• Comfortable speaking with U.S.-based consumers
• Reliable and performance-driven

• Power Dialer Systems – Required
• 2X System – Preferred / Client Training Available
• Calendly
• Excel / Google Sheets

• Contracted Hours per Week: 10 Hours(May increase based on performance during the first month)
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: Consistent 2-Hour Daily Block Between 10:00 AM – 4:00 PM PST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Senior and Advanced Level
• Contracted Hours per Week: 10 hours/week
• Daily Working Time: Between 10:00 AM – 4:00 PM PST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Required)
• REGION PREFERENCES: Philippines