CPT-11414 Financial Services Outreach & Appointment Setting Virtual Assistant

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you're interested in this opportunity, click APPLY TO POSITION to proceed. ******************************************************************** Title: Independent Contractor – CPT-11414 Financial Services Outreach & Appointment Setting Virtual Assistant/Business Support VA/Senior-Advanced Level (Remote). Overview 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 Los Angeles-based financial planning practice is seeking an experienced Virtual Assistant to handle both outbound calling and personalized email outreach to prospective clients. The primary objective of the role is to generate qualified Zoom appointments for the financial professional. The client will provide prospect information, scripts, messaging, the calling system, Calendly availability, and outreach lists. The VA will divide time between phone-based appointment setting and one-to-one email outreach, while maintaining accurate records of activity and follow-up. This is not a financial advisory or sales-closing role. The VA will introduce the reason for the outreach, generate interest, handle basic objections, and schedule meetings with the financial professional. 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. Scope of Services Contractors will be required to provide services that align with the following client tasks: Outbound Calling & Appointment Setting Conduct outbound calls using client-provided prospect lists Work from approved financial-services scripts Ask prospects when they last reviewed their retirement accounts Briefly communicate approved reasons for conducting a financial review Handle basic objections professionally Schedule qualified prospects for Zoom meetings through Calendly Record call outcomes and follow-up requirements Maintain consistent calling activity during assigned blocks Personalized Email Outreach Work through client-provided prospect lists in Excel or Google Sheets Send personalized individual emails through Gmail Submit outreach through designated website contact forms when required Follow client-provided messaging and templates Send emails one at a time rather than using bulk mail merges Maintain a personalized approach to reduce spam risk Track completed outreach and follow-up activity accurately Lead & Activity Management Maintain organized prospect and outreach records Update spreadsheets with call and email activity Track appointments scheduled and outstanding follow-ups Ensure prospects requiring additional outreach do not fall through the cracks Follow established calling and email workflows consistently 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. Skills The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements: Previous cold calling experience required Appointment-setting experience required Power dialer experience required Previous email outreach, lead generation, or prospecting experience preferred Strong spoken and written English required Microsoft Excel and Google Sheets proficiency required Gmail experience required Financial services, insurance, mortgage, banking, retirement, or similar industry experience a plus Experience communicating with U.S.-based consumers strongly preferred Strong organizational and follow-up skills IDEAL CANDIDATE PROFILE Confident and professional on the phone Strong outbound calling and appointment-setting background Excellent spoken and written English Natural conversational style Comfortable handling objections without being overly aggressive Detail-oriented and accurate with written outreach Organized and dependable Able to transition efficiently between calling and email tasks Comfortable working independently from established scripts and processes Performance-driven and reliable APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED Power Dialer Systems – Required 2X System – Preferred / Client Training Available Calendly Gmail Microsoft Excel Google Sheets Web-Based Contact Forms VPN – If Required, Provided by Client Work Schedule Contracted Hours per Week: 20 Hours (May increase based on performance during the first month) Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing) Daily Working Time: Consistent 4-Hour Daily Block Between 10:00 AM – 4:00 PM PST 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. Terms of Engagement 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 Role Summary & Requirements REQUIRED SERVICE: Business Support REQUESTED EXPERIENCE TIER LEVEL: Senior and Advanced Level Contracted Hours per Week: 20 hours/week Daily Working Time: Between 10:00 AM – 4:00 PM PST 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 (Native or Near-Native English Accent Required) REGION PREFERENCES: Any What we offer Competitive rates Weekly payments Various open roles are available Free training and upskilling Constant support and guidance A vibrant community always ready to support you And more!