Outbound Appointment Setter – Financial Services
20four7VAVerified company
Remote — worldwide
Pay
Not listed
Job type
Contract · Remote
Hours
US hours
Location
Worldwide
Open to people in the United States
About the role
Cold call prospects for a team of US financial advisors and book qualified 30-minute Zoom appointments. Independent contractor role open worldwide; previous cold-calling and appointment-setting experience required, power-dialer experience a plus.
What you'll do
- Make outbound calls throughout scheduled calling hours
- Qualify genuine interest and handle basic objections
- Book 30-minute Zoom appointments for financial advisors
- Track call outcomes and appointment activity
- Respect do-not-contact requests
- Redirect detailed financial questions to the advisors
What you'll need
- Cold calling or outbound telemarketing experience
- Appointment-setting experience
- Excellent spoken English
- Power dialer experience strongly preferred
- Financial services, insurance or mortgage experience is a plus
Skills
Benefits
About 20four7VA
20four7VA connects offshore independent contractors with clients worldwide, mainly in the United States, United Kingdom, Canada and Australia. Roles span customer support, appointment setting, sales development and business support. Every engagement runs under an independent contractor agreement with a defined scope, schedule and hours.
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Applications close on 17 November.