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20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
A Los Angeles-based financial planning practice is seeking an experienced Appointment Setter to conduct outbound calls and schedule qualified prospects for Zoom consultations.
The client will provide prospect information, scripts, the calling system, and Calendly availability. The VA's responsibility is to conduct professional outreach, briefly explain the reason for the call, generate interest in reviewing the prospect's retirement accounts, and schedule appointments with the financial professional.
This is an appointment-setting position, not a financial advisory or sales-closing role.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Contractors will be required to provide services that align with the following client tasks:
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
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