Outbound Client Appointment Setting Virtual Assistant

Job Description:

• Contact existing policyholders to schedule annual reviews and consultations
• Follow up on lapsed policies, missed payments, banking changes, and other client needs
• Explain call purposes professionally using approved client information
• Handle routine questions and objections and guide conversations toward scheduling
• Book appointments and maintain the advisor’s calendar
• Conduct outbound calls through Dialpad
• Use the correct script for each client category and outreach campaign
• Maintain natural, confident conversations while following approved messaging
• Document call outcomes, client responses, and follow-up requirements
• Review call recordings and apply feedback to improve performance
• Maintain accurate client lists, appointment logs, and tracking spreadsheets
• Organize outreach activity by campaign and client type
• Track outstanding callbacks and follow-up appointments
• Provide regular updates on calling activity and scheduled appointments
• Deliver task-specific business support services to improve client efficiency, service delivery, or operational functions

Requirements:

• Proven outbound calling or appointment-setting experience required
• Strong phone-based customer service experience required
• Excellent spoken and written English required
• Ability to follow multiple scripts accurately required
• Experience handling routine objections and securing appointments strongly preferred
• Financial-services or insurance-agency experience preferred
• Dialpad or similar calling-platform experience preferred
• Spreadsheet and client-record management experience preferred
• Confident and experienced with outbound phone communication
• Excellent listener with natural rapport-building ability
• Highly organized and attentive to details
• Coachable and quick to implement feedback
• Comfortable handling objections without becoming overly scripted
• Dependable, consistent, and accountable for results
• Knowledge of Dialpad preferred
• Knowledge of Google Sheets / Microsoft Excel required
• Knowledge of email and calendar platforms required
• Knowledge of client tracking / CRM systems required
• Availability for 20 contracted hours per week, Monday through Friday
• Availability during flexible EST business hours
• Ability to work as an independent contractor under a Master Services Agreement and Statement of Work

Benefits:

• 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
• Potential to increase contracted hours as responsibilities expand