CPT-11414 Financial Services Outreach & Appointment Setting Virtual Assistant

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 Virtual Assistant to handle both outbound calling and personalized email outreach to prospective clients.
The primary objective of the role is to generate qualified Zoom appointments for the financial professional. The client will provide prospect information, scripts, messaging, the calling system, Calendly availability, and outreach lists.
The VA will divide time between phone-based appointment setting and one-to-one email outreach, while maintaining accurate records of activity and follow-up.
This is not a financial advisory or sales-closing role. The VA will introduce the reason for the outreach, generate interest, handle basic objections, and schedule meetings with the financial professional.

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 for Zoom meetings through Calendly
• Record call outcomes and follow-up requirements
• Maintain consistent calling activity during assigned blocks

• Work through client-provided prospect lists in Excel or Google Sheets
• Send personalized individual emails through Gmail
• Submit outreach through designated website contact forms when required
• Follow client-provided messaging and templates
• Send emails one at a time rather than using bulk mail merges
• Maintain a personalized approach to reduce spam risk
• Track completed outreach and follow-up activity accurately

• Maintain organized prospect and outreach records
• Update spreadsheets with call and email activity
• Track appointments scheduled and outstanding follow-ups
• Ensure prospects requiring additional outreach do not fall through the cracks
• Follow established calling and email workflows consistently

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:

• Previous cold calling experience required
• Appointment-setting experience required
• Power dialer experience required
• Previous email outreach, lead generation, or prospecting experience preferred
• Strong spoken and written English required
• Microsoft Excel and Google Sheets proficiency required
• Gmail experience required
• Financial services, insurance, mortgage, banking, retirement, or similar industry experience a plus
• Experience communicating with U.S.-based consumers strongly preferred
• Strong organizational and follow-up skills

• Confident and professional on the phone
• Strong outbound calling and appointment-setting background
• Excellent spoken and written English
• Natural conversational style
• Comfortable handling objections without being overly aggressive
• Detail-oriented and accurate with written outreach
• Organized and dependable
• Able to transition efficiently between calling and email tasks
• Comfortable working independently from established scripts and processes
• Performance-driven and reliable

• Power Dialer Systems – Required
• 2X System – Preferred / Client Training Available
• Calendly
• Gmail
• Microsoft Excel
• Google Sheets
• Web-Based Contact Forms
• VPN – If Required, Provided by Client

• Contracted Hours per Week: 20 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 4-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: 20 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: Any