Financial Services Outreach & Appointment Setting Virtual Assistant

20four7VA

WorldwideFully remotePart TimeSeniorSales & Business Development
Posted 2mo ago

Why we think you can apply

Hiring model
Open worldwide · the employer states no country restriction
Work from
Anywhere, the UAE included

Posted 2 months ago · apply link checked 8 hours ago

About the role

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

What we look for

  • Cold calling experience
  • Appointment-setting experience
  • Power dialer experience
  • Strong spoken and written English
  • Microsoft Excel proficiency
  • Google Sheets proficiency
  • Gmail experience
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