{"id":2385774,"url":"https://alion.io/job/20four7va-cpt-11632-outbound-client-appointment-setting-virtual-assistant","title":"CPT-11632 Outbound Client Appointment Setting Virtual Assistant","company":{"id":3832646,"name":"20four7VA","domain":"20four7va.com","url":"https://alion.io/company/20four7va","size_band":"501-1000","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Breezy","truth_index":{"grade":"B","score":77,"open_postings":16,"ghost_share":0,"stale_share":0.938,"repost_share":0,"time_to_fill_p50_days":24,"computed_at":"2026-10-27T05:46:45Z"}},"role":"HR","role_family":"HR","seniority":null,"employment_type":"part_time","work_mode":"remote","remote_scope":"worldwide","remote_scope_basis":"board_field","remote_working_hours":{"label":"EST","utc_offset_min":-5,"utc_offset_max":-5},"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Google Sheets","optional":false},{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-12T19:47:13Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-27T23:15:59Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process-including the Final Interview-or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing.\nLog in using your 20four7VA-issued email address to access the portal.\nIf you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.\nQuick Tip: Upload your resume first-this will automatically populate most of the fields in the application form. Let the magic happen!\nIf you're interested in this opportunity, click APPLY TO POSITION to proceed.\n********************************************************************\nTitle: CPT-11632 Outbound Client Appointment Setting Virtual Assistant\nIndependent Contractor - CPT-11632 Outbound Client Appointment Setting Virtual Assistant/Business Support VA/Junior-Senior Level (Remote).\nOverview\n20four7VA 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.\nAn established financial-services agency is seeking an experienced Business Support VA to manage outbound client calling, annual review scheduling, lapsed-policy follow-up, and appointment coordination.\nThe agency serves existing clients with life insurance, annuities, retirement, and related financial products. This is not a cold-calling or insurance sales position. The VA will contact established policyholders using approved scripts, identify the appropriate reason for follow-up, and schedule appointments with the agency owner.\nThe ideal candidate is a confident, highly organized, and coachable phone professional who can execute calling campaigns independently without requiring basic telephone communication training.\nThe 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.\nScope of Services\nContractors will be required to provide services that align with the following client tasks:\nOutbound Client Calling & Appointment Setting\nContact existing policyholders to schedule annual reviews and consultations\nReach out regarding lapsed policies, missed payments, banking changes, and other follow-up needs\nExplain the purpose of each call professionally using approved client information\nHandle routine questions or objections and guide conversations toward scheduling\nBook appointments and maintain the advisor's calendar\nCall Execution & Follow-Up\nConduct outbound calls through Dialpad\nUse the correct script for each client category and outreach campaign\nMaintain natural, confident conversations while following approved messaging\nDocument call outcomes, client responses, and follow-up requirements\nReview call recordings and apply feedback to improve performance\nAdministrative & Client Tracking\nMaintain accurate client lists, appointment logs, and tracking spreadsheets\nOrganize outreach activity according to campaign and client type\nTrack outstanding callbacks and follow-up appointments\nProvide regular updates on calling activity and scheduled appointments\nEach 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.\n Skills\nThe Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:\nProven outbound calling or appointment-setting experience required\nStrong phone-based customer service experience required\nExcellent spoken and written English required\nAbility to follow multiple scripts accurately required\nExperience handling routine objections and securing appointments strongly preferred\nFinancial-services or insurance-agency experience preferred\nDialpad or similar calling-platform experience preferred\nSpreadsheet and client-record management experience preferred\nIDEAL CANDIDATE PROFILE\nConfident and experienced with outbound phone communication\nExcellent listener with natural rapport-building ability\nHighly organized and attentive to details\nCoachable and quick to implement feedback\nComfortable handling objections without becoming overly scripted\nDependable, consistent, and accountable for results\nAPPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED\nDialpad - Experience Preferred\nGoogle Sheets / Microsoft Excel\nEmail & Calendar Platforms\nClient Tracking / CRM Systems\n Work Schedule\nContracted Hours per Week: 20 Hours (Potential to increase as responsibilities expand)\nScheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)\nDaily Working Time: Flexible EST Business Hours - Exact Schedule TBD\nNote: 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.\nTerms of Engagement\nContractors will operate under a Master Services Agreement and a Statement of Work\nThis is not an offer of employment; contractors are not employees of 20four7VA or any client\nAll compensation is processed through 20four7VA according to the terms of the engagement\n Role Summary & Requirements\nREQUIRED SERVICE: Business Support\nREQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level\nContracted Hours per Week: 20 hours/week (Potential to increase as responsibilities expand)\nDaily Working Time: Flexible EST Business Hours - Exact Schedule TBD\nScheduled Working Days: Monday-Friday\nREPORTING TO/POC: To Be Determined\nNumber of VAs: 1\nGENDER PREFERENCE: None\nLANGUAGES SPOKEN/PREFERENCE: English\nACCENT PREFERENCE: Level A-B Preferred (Excellent Spoken English Required)\nREGION PREFERENCES: Any\nWhat we offer\nCompetitive rates\nWeekly payments\nVarious open roles are available\nFree training and upskilling\nConstant support and guidance\nA vibrant community always ready to support you\nAnd more!","description_format":"text","description_chars":6255,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-12T20:13:22Z"}],"visa":[],"liveness":{"score":31,"band":"fade","label":"Fading","p_open":1,"p_active":0.34,"p_room":0.9,"age_days":14,"expected_fill_days":24,"reasons":["conf:0","agency","stale_co","win:mid","comp:remote,brand"],"computed_at":"2026-10-27T05:46:45Z"},"pay":null,"html_url":"https://alion.io/job/20four7va-cpt-11632-outbound-client-appointment-setting-virtual-assistant","json_url":"https://alion.io/job/20four7va-cpt-11632-outbound-client-appointment-setting-virtual-assistant.json","meta":{"generated_at":"2026-10-27T23:23:05Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":15367,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3832646},"rest":"https://alion.io/mcp/rest/get_company?id=3832646"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2F20four7va-cpt-11632-outbound-client-appointment-setting-virtual-assistant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2F20four7va-cpt-11632-outbound-client-appointment-setting-virtual-assistant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2F20four7va-cpt-11632-outbound-client-appointment-setting-virtual-assistant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/20four7va-cpt-11632-outbound-client-appointment-setting-virtual-assistant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2F20four7va-cpt-11632-outbound-client-appointment-setting-virtual-assistant"}]}