Searching for virtual assistant jobs that allow you to work from home? This Outbound Client Appointment Setting Virtual Assistant role at 20four7VA is perfect for those looking to engage with clients and enhance service delivery.
About the Role
As an Outbound Client Appointment Setting Virtual Assistant, you will manage outbound calls to existing policyholders, schedule appointments, and follow up on various client needs. This role is key in supporting a financial-services agency and enhancing operational efficiency.
About the Company
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, focusing on developed markets such as the United States, the United Kingdom, Canada, and Australia. They provide business support services for a financial-services agency.
Why This Job Stands Out
- Work remotely with a focus on client engagement and support
- Flexible working hours that can adapt to your schedule
- Join a supportive community of remote professionals
- Opportunity to develop skills in the financial services sector
Job Insights
RoleOutbound Client Appointment Setting Virtual Assistant
Work TypeRemote work from home job
IndustryFinancial Services
Who This Job Is For
- Professionals looking for remote admin jobs with a focus on client communication
- Candidates with experience in outbound calling and appointment setting
- Individuals seeking work from home opportunities in the financial services sector
- Job seekers interested in virtual assistant roles that require strong English skills
- Those who thrive in a remote culture and enjoy flexible working hours
What You Will Do
- Contact existing policyholders to schedule annual reviews and consultations
- Reach out about lapsed policies and missed payments
- Explain call purposes using approved client information
- Handle routine questions and guide conversations toward scheduling
- Book appointments and maintain the advisor’s calendar
- Conduct outbound calls using Dialpad and follow scripts accurately
- Document call outcomes and follow-up requirements
- Maintain accurate client lists and appointment logs
What They Are Looking For
Skills & Experience
- Proven outbound calling or appointment-setting experience
- Strong phone-based customer service skills
- Excellent spoken and written English
- Ability to follow multiple scripts accurately
- Experience with Dialpad or similar calling platforms preferred
What They Expect
- Maintain professionalism while conducting calls
- Organize outreach activities according to campaign needs
- Track outstanding callbacks and follow-up appointments
- Provide regular updates on calling activity
What They Offer
- Competitive rates and weekly payments
- Various open roles available for growth
- Free training and upskilling opportunities
- Constant support and guidance from the team
- A vibrant community ready to assist you
Tips for Applicants
- Highlight your previous experience in outbound calling or appointment setting in your application.
- Demonstrate your proficiency in English during the application process.
- Be prepared to discuss how you handle objections and maintain client rapport.
Frequently Asked Questions
What are the working hours for this role?
The contracted hours are 20 hours per week, with flexible scheduling during EST business hours, Monday to Friday.
Is this position full-time or part-time?
This is a part-time role with the potential for hours to increase as responsibilities expand.
What tools will I need to use in this role?
You will primarily use Dialpad for calls, along with Google Sheets or Microsoft Excel for client tracking.
