Financial Services Outreach, Appointment Setting Virtual Assistant

20four7VA

Virtual Assistant generating qualified Zoom appointments for a financial-planning practice. Handling outbound calls, personalized email outreach, objection responses, and prospect follow-up records.

Posted 8/20/2026part-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in outbound calling, appointment setting, and lead generation within the financial services sector. Proficient in using tools like Power Dialer Systems, Calendly, and Gmail to manage outreach and maintain organized records.

Highest-signal resume keywords

Cold Calling ExperienceAppointment-Setting ExperiencePower Dialer SystemsMicrosoft Excel ProficiencyStrong Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cold CallingAppointment SettingLead GenerationEmail OutreachPower Dialer SystemsMicrosoft ExcelGoogle SheetsGmailWeb-Based Contact FormsDetail Orientation

Soft Skills

Strong Communication SkillsProfessionalismOrganizational SkillsDependabilityComfort with Objection Handling

Tools & Technologies

Power Dialer SystemsCalendlyGmailMicrosoft ExcelGoogle Sheets

Industry Keywords

Financial ServicesInsuranceMortgageBankingRetirement

About the role

Key responsibilities & impact

Conduct outbound calls using client-provided prospect lists
Work from approved financial-services scripts
Ask prospects when they last reviewed their retirement accounts
Briefly communicate approved reasons for conducting a financial review
Handle basic objections professionally
Schedule qualified prospects for Zoom meetings through Calendly
Record call outcomes and follow-up requirements
Maintain consistent calling activity during assigned blocks
Send personalized individual emails through Gmail
Submit outreach through designated website contact forms when required
Follow client-provided messaging and templates
Send emails one at a time rather than using bulk mail merges
Track completed outreach and follow-up activity accurately
Maintain organized prospect and outreach records
Update spreadsheets with call and email activity
Track appointments scheduled and outstanding follow-ups
Ensure prospects requiring additional outreach do not fall through the cracks
Follow established calling and email workflows consistently
Generate qualified Zoom appointments for a Los Angeles-based financial planning practice
Introduce the reason for outreach, generate interest, and schedule meetings with the financial professional
Provide task-specific business support services professionally in accordance with agreed timelines, guidelines, and deliverables

Requirements

What you’ll need

Previous cold calling experience required
Appointment-setting experience required
Power dialer experience required
Previous email outreach, lead generation, or prospecting experience preferred
Strong spoken and written English required
Microsoft Excel and Google Sheets proficiency required
Gmail experience required
Financial services, insurance, mortgage, banking, retirement, or similar industry experience a plus
Experience communicating with U.S.-based consumers strongly preferred
Strong organizational and follow-up skills
Confident and professional on the phone
Excellent spoken and written English
Natural conversational style
Comfortable handling objections without being overly aggressive
Detail-oriented and accurate with written outreach
Organized and dependable
Able to transition efficiently between calling and email tasks
Comfortable working independently from established scripts and processes
Performance-driven and reliable
Power Dialer Systems required
2X System preferred; client training available
Calendly, Gmail, Microsoft Excel, Google Sheets, and web-based contact forms knowledge required
Native or near-native English accent required
Availability for 20 hours per week, Monday through Friday, in a consistent 4-hour daily block between 10:00 AM and 4:00 PM PST
Must work as an independent contractor under a Master Services Agreement and Statement of Work

Benefits

Comp & perks

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
Client-provided calling system, scripts, messaging, Calendly availability, and outreach lists
VPN provided by client if required
Potential increase to 20 contracted hours per week based on performance during the first month