Appointment Setting Virtual Assistant

This is a fully remote position, open to applicants in Florida.

📋 Description

• Reach out to leads generated by clients for annuity and life insurance.

• Adhere to scripts and talking points provided by the client.

• Verify basic interest and availability of leads.

• Professionally manage basic objections.

• Maintain a conversational and natural approach during phone interactions.

• Conduct follow-up communications with leads as necessary.

• Arrange appointments for qualified prospects on the client’s or assigned agent's calendar.

• Choose the appropriate calendar according to client directives.

• Confirm details of appointments.

• Keep accurate records of lead statuses and follow-up obligations.

• Ensure that promising leads are not overlooked due to missed follow-ups.

• Update lead information in GoHighLevel.

• Document outcomes and notes from calls.

• Maintain precise follow-up data.

• Monitor scheduled appointments.

• Provide basic end-of-day reports as requested by the client.

• Offer task-specific business support services to enhance business efficiency, service delivery, or operational functions.

• Work Monday to Friday for 10 contracted hours per week, with potential for increased hours as lead volume rises.

• Report to a designated point of contact to be established.

⛳️ Requirements

• Prior experience in appointment setting, outbound calling, customer service, or lead generation is required.

• Proficient spoken English is essential.

• Experience with U.S.-based consumers is preferred.

• Familiarity with GoHighLevel and/or CRM systems is preferred.

• Background in insurance, annuities, mortgages, banking, or financial services is advantageous but not mandatory.

• Strong skills in objection handling are preferred.

• Ability to work towards appointment-setting targets comfortably.

• Confident and professional demeanor during phone calls.

• Excellent appointment-setting capabilities.

• Comfortable making high-volume outbound calls.

• Natural communicator who can utilize a script without sounding mechanical.

• Persistent yet not aggressive in approach.

• Strong follow-up practices are essential.

• Organized and focused on achieving results.

• Comfortable engaging with U.S.-based prospects.

• Familiarity with GoHighLevel is preferred.

• Knowledge of phone or dialer systems is beneficial.

• Understanding of calendar and appointment scheduling tools is preferred.

• Familiarity with email and SMS platforms is advantageous.

• A native or near-native English accent is required (Level A-B preferred).

• Availability to work Monday through Friday.

• Commitment to 10 contracted hours per week, with potential to increase to 20+ hours per week.

• Must work in accordance with an independent contractor agreement, Master Services Agreement, and Statement of Work.

🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• A variety of open positions available.

• Complimentary training and skill enhancement opportunities.

• Ongoing support and guidance.

• A dynamic community always ready to assist you.

• Remote services available for clients globally.

• Flexible scheduling in alignment with client-preferred hours, subject to agreement.

• Opportunity for an increase from 10 to 20+ contracted hours per week as lead volume expands.