Healthcare Appointment Setter – Business Development Representative

Winning Assistants LLC

Healthcare Appointment Setter role focused on generating appointments for a Canadian home healthcare provider. Outbound calling to healthcare referral partners and nurturing relationships.

Posted 7/22/2026part-timeRemote • 🇵🇭 PhilippinesMid-LevelSenior💰 $6 - $7 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in healthcare sales and appointment setting, with a strong focus on relationship-building and effective communication with healthcare professionals. Proficient in using Zoho CRM for managing prospects and tracking outreach activities.

Highest-signal resume keywords

Healthcare Sales ExperienceZoho CRM ProficiencyOutbound Calling SkillsAppointment Setting ExperienceRelationship-Building Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Appointment SettingLead ResearchPipeline ManagementCRM DocumentationFollow-Up Management

Soft Skills

Excellent Verbal CommunicationStrong Organizational SkillsProactive AttitudeProfessional Communication StyleAttention to Detail

Tools & Technologies

Zoho CRMZoom PhoneNoise-Canceling HeadsetWebcamStable High-Speed Internet

Certifications & Qualifications

NBI ClearanceLocal Police Clearance

Industry Keywords

Home HealthcareHealthcare TerminologyReferral-Based BusinessMedical ServicesOutbound Prospecting

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Conduct outbound calls to pre-qualified healthcare referral partners.
Introduce the organization's home healthcare services and generate interest.
Identify, qualify, and connect with healthcare decision-makers.
Schedule qualified meetings for the business owners.
Build and nurture relationships with referral partners through consistent follow-up.
Professionally handle gatekeepers, objections, and initial rejections.
Maintain accurate prospect records in Zoho CRM.
Document call outcomes, notes, and next steps.
Schedule and manage follow-up activities.
Track and manage the referral partner pipeline.
Use Zoom Phone for outbound calling.
Provide regular reports on outreach activities and appointment-setting results.
Assist with general administrative tasks as needed.
Conduct lead research and prospecting for future outreach campaigns.
Expand and maintain the referral prospect database as outreach efforts grow.

Requirements

What you’ll need

Experience in healthcare sales, appointment setting, business development, or outbound prospecting.
Hands-on experience using Zoho CRM (required).
Strong outbound calling and relationship-building skills.
Excellent verbal and written English communication skills.
Comfortable speaking with healthcare professionals and business decision-makers.
Experience booking appointments and managing follow-up pipelines.
Ability to confidently navigate gatekeepers and overcome objections.
Strong organizational skills with excellent attention to detail.
Accurate CRM documentation and record management.
Self-motivated, proactive, and results-oriented.
Professional, confident, and personable communication style.
Able to work independently with minimal supervision.
Reliable, accountable, and consistent.
*Preferred*
Experience in home healthcare, home care, or medical services.
Familiarity with healthcare terminology and referral-based businesses.
Experience using Zoom Phone or similar cloud phone systems.
Basic Requirements
Must speak and write English clearly and professionally.
Must have relevant work experience.
Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
Must be available to attend video meetings with camera on when required.
Technical Requirements
Computer: Reliable laptop or desktop computer.
Internet: Stable high-speed internet connection (minimum 25 Mbps).
Audio: Noise-canceling headset.
Video: Working webcam for virtual meetings.
Workspace: Quiet and professional work environment.

Benefits

Comp & perks

Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.