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20four7VA
20four7VA
51 – 200 Employees
ConsultingLogisticsMarketing
20four7VA provides remote virtual assistant services for businesses seeking flexible operational support. Its team works across administrative tasks, business operations, marketing, logistics, and technical assistance, giving clients access to customizable staffing support as their needs evolve. The company serves organizations of different sizes and focuses on helping them delegate essential work while maintaining attention on broader business priorities.
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Remote Outbound Appointment-Setting Virtual Assistant

Make outbound calls to policyholders for a financial services agency, arranging annual reviews and consultations. Use campaign scripts and client tracking tools to manage scheduling and follow-up.

RemotePart-timeMiddleSeniorEnglish RequiredExecutive Assistant

Description

  • Call current policyholders to arrange annual reviews and consultations.
  • Follow up about lapsed policies, missed payments, banking changes, and other client needs.
  • Explain the reason for each call professionally, using approved client information.
  • Answer routine questions, address objections, and steer conversations toward booking an appointment.
  • Schedule appointments and manage the advisor’s calendar.
  • Make outbound calls using Dialpad.
  • Select the appropriate script for each client group and outreach campaign.
  • Keep conversations natural and confident while adhering to approved messaging.
  • Record call results, client responses, and required follow-up.
  • Review call recordings and use feedback to improve performance.
  • Keep client lists, appointment records, and tracking spreadsheets accurate.
  • Organize outreach by campaign and client type.
  • Monitor pending callbacks and follow-up appointments.
  • Share regular updates on call activity and appointments scheduled.
  • Provide task-specific business support to improve client efficiency, service delivery, or operations.

Requirements

  • Experience in outbound calling or appointment setting is required.
  • Strong customer service experience over the phone is required.
  • Excellent spoken and written English is required.
  • Ability to follow multiple scripts accurately is required.
  • Experience addressing routine objections and booking appointments is strongly preferred.
  • Experience in financial services or with an insurance agency is preferred.
  • Experience with Dialpad or a similar calling platform is preferred.
  • Experience managing spreadsheets and client records is preferred.
  • Confidence and experience communicating with customers by phone outbound.
  • Strong listening skills and an ability to build rapport naturally.
  • Highly organized, with close attention to detail.
  • Open to coaching and able to put feedback into practice quickly.
  • Comfort handling objections while keeping conversations natural.
  • Dependable, consistent, and accountable for results.
  • Knowledge of Dialpad is preferred.
  • Knowledge of Google Sheets or Microsoft Excel is required.
  • Knowledge of email and calendar platforms is required.
  • Knowledge of client tracking or CRM systems is required.
  • Available for 20 contracted hours each week, Monday through Friday.
  • Available during flexible Eastern Time business hours.
  • Able to work as an independent contractor under a Master Services Agreement and Statement of Work.

Benefits

  • Competitive rates.
  • Weekly payments.
  • Access to a range of open roles.
  • Free training and skills development.
  • Ongoing support and guidance.
  • A supportive, active community.
  • Possibility of increasing contracted hours as responsibilities grow.

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