Financial Services Outreach & Appointment Setting Virtual Assistant

Independent Contractor – CPT-11414 Financial Services Outreach & Appointment Setting Virtual Assistant/Business Support VA/Senior-Advanced Level (Remote)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 ServicesConduct outbound calls using client-provided prospect listsWork from approved financial-services scriptsAsk prospects when they last reviewed their retirement accountsBriefly communicate approved reasons for conducting a financial reviewHandle basic objections professionallySchedule qualified prospects for Zoom meetings through CalendlyRecord call outcomes and follow-up requirementsMaintain consistent calling activity during assigned blocksWork through client-provided prospect lists in Excel or Google SheetsSend personalized individual emails through GmailSubmit outreach through designated website contact forms when requiredFollow client-provided messaging and templatesSend emails one at a time rather than using bulk mail mergesMaintain a personalized approach to reduce spam riskTrack completed outreach and follow-up activity accuratelyMaintain organized prospect and outreach recordsUpdate spreadsheets with call and email activityTrack appointments scheduled and outstanding follow-upsEnsure prospects requiring additional outreach do not fall through the cracksFollow established calling and email workflows consistentlyEach 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.SkillsPrevious cold calling experience requiredAppointment-setting experience requiredPower dialer experience requiredPrevious email outreach, lead generation, or prospecting experience preferredStrong spoken and written English requiredMicrosoft Excel and Google Sheets proficiency requiredGmail experience requiredFinancial services, insurance, mortgage, banking, retirement, or similar industry experience a plusExperience communicating with U.S.-based consumers strongly preferredStrong organizational and follow-up skillsIdeal Candidate ProfileConfident and professional on the phoneStrong outbound calling and appointment-setting backgroundExcellent spoken and written EnglishNatural conversational styleComfortable handling objections without being overly aggressiveDetail-oriented and accurate with written outreachOrganized and dependableAble to transition efficiently between calling and email tasksComfortable working independently from established scripts and processesPerformance-driven and reliableApplication Software Knowledgeable / RequiredPower Dialer Systems – Required2X System – Preferred / Client Training AvailableCalendlyGmailMicrosoft ExcelGoogle SheetsWeb-Based Contact FormsVPN – If Required, Provided by ClientWork ScheduleContracted 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 PSTNote: 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 EngagementContractors will operate under a Master Services Agreement and a Statement of WorkThis is not an offer of employment; contractors are not employees of 20four7VA or any clientAll compensation is processed through 20four7VA according to the terms of the engagementRole Summary & RequirementsRequired Service: Business SupportRequested Experience Tier Level: Senior and Advanced LevelContracted Hours per Week: 20 hours/weekDaily Working Time: Between 10:00 AM – 4:00 PM PSTScheduled Working Days: Monday-FridayReporting To/POC: To Be DeterminedNumber of VAs: 1Gender Preference: NoneLanguages Spoken/Preference: EnglishAccent Preference: Level A-B (Native or Near-Native English Accent Required)Region Preferences: AnyWhat We OfferCompetitive ratesWeekly paymentsVarious open roles are availableFree training and upskillingConstant support and guidanceA vibrant community always ready to support youAnd more!