Financial Services Outreach, Appointment Setting Virtual Assistant

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

📋 Description

• Make outbound calls utilizing prospect lists supplied by the client.

• Adhere to approved financial services scripts during calls.

• Inquire with prospects about the last time they reviewed their retirement accounts.

• Clearly explain the approved reasons for conducting a financial review.

• Professionally address basic objections that arise during calls.

• Schedule qualified prospects for Zoom meetings using Calendly.

• Document call outcomes and necessary follow-up actions.

• Maintain a steady calling volume during designated time blocks.

• Send personalized emails to individuals via Gmail.

• Submit outreach through specified website contact forms when necessary.

• Follow the messaging and templates provided by the client.

• Send emails individually rather than through bulk mail merges.

• Accurately track completed outreach and follow-up activities.

• Keep organized records of prospects and outreach efforts.

• Update spreadsheets with details of calls and emails sent.

• Monitor scheduled appointments and outstanding follow-ups.

• Ensure that prospects requiring additional outreach are not overlooked.

• Consistently adhere to established calling and email workflows.

• Generate qualified Zoom appointments for a financial planning practice based in Los Angeles.

• Introduce the purpose of outreach, stimulate interest, and coordinate meetings with the financial professional.

• Provide task-specific business support services in a professional manner, adhering to agreed timelines, guidelines, and deliverables.

⛳️ Requirements

• Prior experience in cold calling is essential.

• Experience in appointment setting is necessary.

• Familiarity with power dialers is required.

• Previous experience in email outreach, lead generation, or prospecting is preferred.

• Strong proficiency in spoken and written English is required.

• Proficiency in Microsoft Excel and Google Sheets is necessary.

• Experience with Gmail is essential.

• Experience in financial services, insurance, mortgage, banking, retirement, or related fields is advantageous.

• Strong preference for candidates with experience communicating with U.S.-based consumers.

• Excellent organizational and follow-up skills are necessary.

• Must be confident and professional on the phone.

• Exceptional spoken and written English skills are a must.

• Natural ability to engage in conversation is important.

• Should be comfortable handling objections without being overly aggressive.

• Detail-oriented and accurate in written outreach.

• Organized and dependable with a strong work ethic.

• Ability to transition smoothly between calling and email tasks.

• Comfortable working independently while adhering to established scripts and processes.

• Performance-driven and reliable in achieving targets.

• Experience with Power Dialer Systems is required.

• 2X System experience is preferred; client training will be provided.

• Knowledge of Calendly, Gmail, Microsoft Excel, Google Sheets, and web-based contact forms is required.

• A native or near-native English accent is required.

• Availability for 20 hours per week, Monday through Friday, in a consistent 4-hour daily block between 10:00 AM and 4:00 PM PST.

• Must operate as an independent contractor under a Master Services Agreement and Statement of Work.

🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• Numerous open positions available.

• Free training and upskilling opportunities.

• Ongoing support and guidance provided.

• A dynamic community always ready to assist.

• Access to client-provided calling systems, scripts, messaging, Calendly availability, and outreach lists.

• VPN provided by the client if necessary.

• Potential to increase to 20 contracted hours per week based on performance during the initial month.