Financial Services Outreach & Appointment Setting Virtual Assistant

20four7VA; United States; Remote; USD 18,000 - 27,000; Full time

Benefits offered by this job

Competitive rates

Weekly payments

Free training and upskilling

Constant support and guidance

Access to a vibrant community

Job summary

20four7va is seeking a proactive outbound sales assistant in the United States to engage prospects, qualify leads, and book Zoom meetings.

You will follow approved financial-services scripts, perform outreach via Gmail and Calendly, and maintain organized records in Excel or Google Sheets. This role offers weekly payments, ongoing training, and strong support within a vibrant team.

We value reliability, clear communication, and a proactive approach to follow-ups.

Qualifications

• Prior cold calling and appointment-setting experience.
• Proficient with Power Dialer systems.
• Strong spoken and written English with native or near-native accent.
• Proficient in Microsoft Excel and Google Sheets.
• Experience with Gmail and Calendly.
• Experience in financial services, insurance, or banking is a plus.

Responsibilities

• Conduct outbound calls using client-provided prospect lists.
• Use approved financial-services scripts to generate interest.
• Schedule qualified prospects for Zoom meetings through Calendly.
• Send personalized emails through Gmail.
• Maintain organized prospect and outreach records in Excel or Google Sheets.
• Track appointments scheduled and outstanding follow-ups.

Skills

Cold calling

Appointment-setting

English communication

Organizational skills

Tools

Power Dialer systems

Microsoft Excel

Google Sheets

Gmail

Calendly

Job description

Responsibilities

• Conduct outbound calls using client-provided prospect lists
• Use approved financial-services scripts to generate interest
• Schedule qualified prospects for Zoom meetings through Calendly
• Send personalized individual emails through Gmail
• Maintain organized prospect and outreach records in Excel or Google Sheets
• Track appointments scheduled and outstanding follow-ups

Requirements

• Previous cold calling and appointment-setting experience
• Proficiency with Power Dialer systems
• Strong spoken and written English with native or near-native accent
• Proficiency in Microsoft Excel and Google Sheets
• Experience with Gmail and Calendly
• Experience in financial services, insurance, or banking is a plus

Benefits

• Competitive rates
• Weekly payments
• Free training and upskilling
• Constant support and guidance
• Access to a vibrant community