Outbound Client Appointment Setting Virtual Assistant

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Reach out to current policyholders to arrange annual reviews and consultations.

• Follow up on expired policies, missed payments, banking updates, and other client requests.

• Professionally articulate the purpose of calls using authorized client information.

• Address routine inquiries and objections while steering conversations towards scheduling.

• Schedule appointments and manage the advisor’s calendar effectively.

• Conduct outbound calls using Dialpad.

• Utilize the appropriate script for each client category and outreach initiative.

• Maintain natural and confident dialogues while adhering to approved messaging.

• Log call outcomes, client feedback, and follow-up actions accurately.

• Review call recordings and implement feedback to enhance performance.

• Keep precise client lists, appointment records, and tracking spreadsheets.

• Organize outreach efforts by campaign and client type.

• Monitor pending callbacks and follow-up appointments.

• Provide regular updates regarding calling activities and scheduled appointments.

• Offer task-specific business support services aimed at improving client efficiency, service delivery, or operational functions.

⛳️ Requirements

• Demonstrated experience in outbound calling or appointment setting is required.

• Strong background in phone-based customer service is necessary.

• Proficient spoken and written English is required.

• Ability to accurately follow multiple scripts is essential.

• Experience in managing routine objections and securing appointments is strongly preferred.

• Background in financial services or insurance agencies is preferred.

• Familiarity with Dialpad or similar calling platforms is preferred.

• Experience in spreadsheet and client record management is preferred.

• Confident and skilled in outbound phone communication.

• Excellent listening skills with a natural ability to build rapport.

• Highly organized and detail-oriented.

• Open to coaching and quick at implementing feedback.

• Comfortable handling objections in a natural manner without being overly scripted.

• Reliable, consistent, and accountable for results.

• Knowledge of Dialpad is preferred.

• Proficiency in Google Sheets / Microsoft Excel is required.

• Familiarity with email and calendar platforms is required.

• Understanding of client tracking / CRM systems is required.

• Availability for 20 contracted hours per week, Monday through Friday.

• Flexibility to work during EST business hours.

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

🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• A variety of open roles are available.

• Complimentary training and skill development opportunities.

• Ongoing support and guidance.

• A vibrant community always ready to assist you.

• Opportunity to increase contracted hours as responsibilities grow.