CPT-11632 Outbound Client Appointment Setting Virtual Assistant

20four7VA; United States; Remote; USD 11,000 - 32,000; Full time

Benefits offered by this job

Competitive rates

Weekly payments

Free training and upskilling

Job summary

20four7VA is seeking an experienced appointment setter in the United States to contact policyholders, schedule annual reviews, and follow up on lapsed policies. You will use approved scripts to guide conversations toward scheduling, handle objections, and maintain accurate appointment calendars.

The role requires strong English communication, proven outbound calling experience, and excellent organization to keep client records and schedules up to date.

Qualifications

• Proven outbound calling or appointment-setting experience.
• Strong phone-based customer service experience.
• Excellent spoken and written English.
• Ability to follow multiple scripts accurately.
• Highly organized and attentive to detail.

Responsibilities

• Contact existing policyholders to schedule annual reviews and consultations.
• Follow up on lapsed policies, missed payments, and banking changes.
• Use approved scripts for each client category and campaign.
• Handle routine questions and objections, guiding conversations toward scheduling.
• Book appointments and maintain the advisor's calendar.
• Document call outcomes and follow-up requirements.
• Maintain client lists, appointment logs, and tracking spreadsheets.

Skills

Outbound calling

Phone support

English proficiency

Script adherence

Detail orientation

Tools

Dialpad

Spreadsheets

Job description

Responsibilities

• Contact existing policyholders to schedule annual reviews and consultations
• Follow up on lapsed policies, missed payments, and banking changes
• Use approved scripts for each client category and campaign
• Handle routine questions and objections, guiding conversations toward scheduling
• Book appointments and maintain the advisor's calendar
• Document call outcomes and follow-up requirements
• Maintain client lists, appointment logs, and tracking spreadsheets

Requirements

• Proven outbound calling or appointment-setting experience
• Strong phone-based customer service experience
• Excellent spoken and written English
• Ability to follow multiple scripts accurately
• Highly organized and attentive to detail

Preferred Qualifications

• Experience handling objections and securing appointments
• Financial-services or insurance-agency experience
• Dialpad or similar calling-platform experience
• Spreadsheet and client-record management experience

Benefits

• Competitive rates
• Weekly payments
• Free training and upskilling

About the Company

20four7VA places offshore independent contractors with clients worldwide, mainly in the United States, United Kingdom, Canada, and Australia.