CPT-11495 Appointment Setting Virtual Assistant

20Four7Va.Test; United States; Remote; USD 2,066,000 - 3,444,000; Full time

Benefits offered by this job

Weekly payments

Free training and upskilling

Competitive rates

Vibrant community support

Job summary

20four7VA seeks offshore independent contractors to deliver remote services to clients worldwide, with a focus on the United States, United Kingdom, Canada and Australia. A Florida-based licensed life insurance agent seeks a part-time Virtual Assistant to contact annuity leads and schedule appointments for the client and team.

The VA will call leads, determine interest, and book appointments on the appropriate agent's calendar.

Qualifications

• Previous appointment setting, outbound calling, customer service, or lead-generation experience required.
• Strong spoken English required.
• Experience calling U.S.-based consumers preferred.
• GoHighLevel and/or CRM experience preferred.
• Insurance, annuity, mortgage, banking, or financial-services experience is a plus but not required.
• Strong objection-handling skills preferred.
• Comfortable working toward appointment-setting goals.

Responsibilities

• Call client-generated annuity and life-insurance leads.
• Follow client-provided scripts and talking points.
• Confirm basic interest and availability.
• Handle basic objections professionally.
• Maintain a natural, conversational phone approach.
• Conduct recurring follow-up with leads when appropriate.
• Schedule qualified prospects on the calendar and confirm appointment details.
• Maintain accurate lead statuses and follow-up requirements.
• Update lead records in CRM and provide end-of-day reports.

Skills

Appointment setting

Outbound calling

Customer service

Lead-generation

Strong spoken English

US-based prospects

GoHighLevel/CRM

CRM experience

Financial services experience (plus)

Tools

GoHighLevel

Phone/Dialer Systems

Calendar tools

Email/SMS platforms

Job description

Title: Independent Contractor – CPT-11495 Appointment Setting Virtual Assistant/Business Support VA/Entry-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 Florida-based licensed life insurance agent is seeking a part-time Virtual Assistant to contact existing annuity leads and schedule qualified appointments for the client and other agents on the team.

The client has already generated a large volume of leads and currently has more than 280 prospects requiring follow-up, with additional leads expected to continue entering the pipeline.

The VA's responsibility is straightforward: call the leads, determine interest, and book appointments on the appropriate agent's calendar.

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

• Call client-generated annuity and life-insurance leads
• Follow client-provided scripts and talking points
• Confirm basic interest and availability
• Handle basic objections professionally
• Maintain a natural, conversational phone approach
• Conduct recurring follow-up with leads when appropriate

Appointment Setting

• Schedule qualified prospects on the client's or designated agent's calendar
• Select the appropriate calendar based on client instructions
• Confirm appointment information
• Maintain accurate lead statuses and follow-up requirements
• Ensure promising leads are not lost due to missed follow-up

CRM & Tracking

• Update lead records in GoHighLevel
• Record call outcomes and notes
• Maintain accurate follow-up information
• Track appointments scheduled
• Provide basic end of day reporting as requested by client

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 appointment setting, outbound calling, customer service, or lead-generation experience required
• Strong spoken English required
• Experience calling U.S.-based consumers preferred
• GoHighLevel and/or CRM experience preferred
• Insurance, annuity, mortgage, banking, or financial-services experience is a plus but not required
• Strong objection-handling skills preferred
• Comfortable working toward appointment-setting goals

IDEAL CANDIDATE PROFILE

• Confident and professional on the phone
• Strong appointment-setting ability
• Comfortable with high-volume outbound calls
• Natural communicator who can work from a script without sounding robotic
• Persistent without being aggressive
• Strong follow-up habits
• Organized and results-focused
• Comfortable working with U.S.-based prospects

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• GoHighLevel – Preferred
• Phone / Dialer Systems
• Calendar / Appointment Scheduling Tools
• Email / SMS Platforms

Work Schedule

• Contracted Hours per Week: 10 Hours (May increase to 20+ hours/week as lead volume grows)
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: TBD EST

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: Entry, Junior, Senior, and Advanced Level
• Contracted Hours per Week: 10 hours/week (May increase to 20+ hours/week as lead volume grows)
• Daily Working Time: TBD EST
• 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 Preferred (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!