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Title: CPT-10969 Appointment Setting & Outbound Calling Virtual Assistant (Insurance Leads)

Independent Contractor – Business Support VA / Junior to Advanced Level (Remote).

Overview

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.

We are seeking a confident and results-driven Virtual Assistant to support a health insurance advisor by conducting outbound calls to warm leads and scheduling appointments.

The VA will be responsible for contacting individuals who have already expressed interest in health insurance, engaging them in conversation, and successfully booking appointments for the client.

This role is strictly focused on appointment setting — no quoting or sales closing experience is required.

The ideal candidate is comfortable with high-volume dialing, strong objection handling, and maintaining a professional, friendly tone on every call.

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.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Outbound Calling & Appointment Setting

• Make high-volume outbound calls to warm insurance leads
• Contact leads as quickly as possible after they enter the system (“speed to lead”)
• Follow provided scripts to introduce services and engage prospects
• Qualify basic interest and schedule appointments with the client
• Handle common objections professionally (e.g., “not interested,” “no time”)

Lead Management & Follow-Ups

• Reattempt contact for missed or unresponsive leads
• Work through large lead lists systematically (including older leads)
• Prioritize new leads while maintaining follow-up cadence on existing ones
• Ensure no qualified lead is left untouched

Documentation & CRM Updates

• Log call outcomes, notes, and appointment details accurately
• Update lead statuses within the client’s system
• Maintain organized and up-to-date records of all interactions

System & Dialer Usage

• Utilize client-provided dialing system (VoIP such as VS Connect)
• Work within lead management platforms (and possibly VanillaSoft)
• Adapt quickly to client tools and workflows

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.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

QUALIFICATIONS

• 2+ years of experience in outbound calling, appointment setting, or call center roles
• Strong objection-handling and persuasion skills
• Comfortable with high-volume dialing and repetitive call workflows
• Excellent English communication skills with a clear, neutral accent
• Professional, confident, and friendly phone presence
• Ability to follow scripts while sounding natural and conversational
• Highly organized and consistent with follow-ups
• Self-motivated and able to work independently

Preferred:

• Experience in insurance, telemarketing, or lead generation
• Familiarity with VoIP systems and dialers
• Previous experience working with CRM or lead management tools

APPLICATION SOFTWARE KNOWLEDGE / REQUIRED TOOLS

• Dialing System: VoIP system (e.g., VS Connect or similar)
• Lead Management: Client-provided lead database / CRM
• Optional Tools: VanillaSoft (if implemented)
• Communication: MS Teams, Slack, or similar

Work Schedule

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 9 AM to 6 PM EST.

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.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Junior to Advanced Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: 9 AM-6 PM EST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (native or near-native accent required)
• REGION PREFERENCES: Any

What we offer

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!