Financial Services Outreach & Appointment Setting Virtual Assistant

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