20four7VA

Appointment Setter / Lead Qualification Specialist

20four7VA

contract

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Origin:  • 🌎 Anywhere in the World

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Job Level

Senior

About the role

  • Pre-qualify prospects using internal tools (e.g., Catchlight) and direct phone conversations
  • Identify unqualified leads and professionally manage “uninvites” when necessary
  • Collect additional information via calls or online forms to ensure lead suitability
  • Schedule qualified appointments with prospective clients and confirm attendance to reduce no-shows
  • Maintain a high stick rate of confirmed appointments
  • Engage with warm and cold leads from a large database and conduct strategic outreach
  • Nurture leads into appointments or redirect them into alternative marketing channels
  • Work closely with marketing and sales to align outreach strategy and provide regular updates
  • Input and track all activity in Salesforce CRM
  • Render all services remotely in alignment with the agreed scope of work

Requirements

  • Previous experience in appointment setting, telemarketing, or lead generation (financial services industry preferred)
  • Strong verbal communication and interpersonal skills
  • Ability to professionally handle objections and disqualify leads
  • Proficiency in CRM systems (Salesforce experience preferred)
  • Organized, detail-oriented, and self-motivated with the ability to work independently
  • Reliable internet, computer, and headset for remote work
  • Ability to follow client-supplied SOPs, timelines, and service expectations
  • Availability Monday to Friday, 9 AM to 6 PM PST (may align with client preferred schedule)
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