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Financial Services Outreach & Appointment Setting Virtual Assistant
Listing for:
20four7VA
Full Time, Remote/Work from Home
position
Listed on 2026-11-06
Job specializations:
-
Sales
Appointment Setter/ Scheduler
Job Description & How to Apply Below
- 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
- 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
- Competitive rates
- Weekly payments
- Free training and upskilling
- Constant support and guidance
- Access to a vibrant community
The Financial Services Outreach & Appointment Setting Virtual Assistant role at 20four7VA is now open for applications in United States.
Take a moment to read everything above and see whether this role is right for you.
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(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).