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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 Virtual Assistant to handle both outbound calling and personalized email outreach to prospective clients.
The primary objective of the role is to generate qualified Zoom appointments for the financial professional. The client will provide prospect information, scripts, messaging, the calling system, Calendly availability, and outreach lists.
The VA will divide time between phone-based appointment setting and one-to-one email outreach, while maintaining accurate records of activity and follow-up.
This is not a financial advisory or sales-closing role. The VA will introduce the reason for the outreach, generate interest, handle basic objections, and schedule meetings with the financial professional.
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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