CPT-11495 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 Florida-based licensed life insurance agent is seeking a part-time Virtual Assistant to contact existing annuity leads and schedule qualified appointments for the client and other agents on the team.

The client has already generated a large volume of leads and currently has more than 280 prospects requiring follow-up, with additional leads expected to continue entering the pipeline.

The VA's responsibility is straightforward: call the leads, determine interest, and book appointments on the appropriate agent's calendar.

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:

• Call client-generated annuity and life-insurance leads
• Follow client-provided scripts and talking points
• Confirm basic interest and availability
• Handle basic objections professionally
• Maintain a natural, conversational phone approach
• Conduct recurring follow-up with leads when appropriate

• Schedule qualified prospects on the client's or designated agent's calendar
• Select the appropriate calendar based on client instructions
• Confirm appointment information
• Maintain accurate lead statuses and follow-up requirements
• Ensure promising leads are not lost due to missed follow-up

• Update lead records in GoHighLevel
• Record call outcomes and notes
• Maintain accurate follow-up information
• Track appointments scheduled
• Provide basic end of day reporting as requested by client

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 appointment setting, outbound calling, customer service, or lead-generation experience required
• Strong spoken English required
• Experience calling U.S.-based consumers preferred
• GoHighLevel and/or CRM experience preferred
• Insurance, annuity, mortgage, banking, or financial-services experience is a plus but not required
• Strong objection-handling skills preferred
• Comfortable working toward appointment-setting goals

• Confident and professional on the phone
• Strong appointment-setting ability
• Comfortable with high-volume outbound calls
• Natural communicator who can work from a script without sounding robotic
• Persistent without being aggressive
• Strong follow-up habits
• Organized and results-focused
• Comfortable working with U.S.-based prospects

• GoHighLevel – Preferred
• Phone / Dialer Systems
• Calendar / Appointment Scheduling Tools
• Email / SMS Platforms

• Contracted Hours per Week: 10 Hours (May increase to 20+ hours/week as lead volume grows)
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: TBD EST

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: Entry, Junior, Senior, and Advanced Level
• Contracted Hours per Week: 10 hours/week (May increase to 20+ hours/week as lead volume grows)
• Daily Working Time: TBD EST
• 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 Preferred (Native or near-native English accent required)
• REGION PREFERENCES: Any