CPT-11632 Outbound Client Appointment Setting Virtual Assistant

The Virtual Assistant will contact existing policyholders to schedule annual reviews, consultations, and follow-ups for lapsed policies, missed payments, and account updates. Using approved scripts and Dialpad, the role will handle routine questions, address objections, and guide clients toward booking appointments with the financial advisor. Responsibilities also include maintaining calendars, client lists, spreadsheets, call records, and callback tracking while documenting outreach results accurately. Success requires confident English communication, strong organization, appointment-setting experience, and dependable performance during flexible EST business hours.