Appointment Setting Virtual Assistant

Summary

Join 20four7VA as a CPT-8117 Appointment Setting VA and contribute to a life insurance company. This entry-level, full-time (40 hours/week) remote position requires strong communication and objection-handling skills. You will be responsible for contacting leads, scheduling appointments (8-10 per day), and tracking performance metrics. The ideal candidate possesses prior telemarketing or appointment-setting experience and proficiency in CRM systems. 20four7VA offers competitive rates, weekly payments, paid time off, paid holidays, free training, and a supportive work environment.

Requirements

• Previous experience in telemarketing, appointment setting, or a related field
• Strong communication and interpersonal skills
• Ability to handle objections and close appointments effectively
• Proficiency in using CRM systems and other relevant software
• Self-motivated with a results-driven approach

Responsibilities

• Contact leads provided by the company to introduce life insurance services and schedule appointments
• Utilize provided scripts to guide conversations, ensuring a consistent and professional approach
• Build rapport with potential clients and address their initial inquiries
• Effectively handle objections raised by potential clients, demonstrating a deep understanding of life insurance products and benefits
• Provide accurate and persuasive information to overcome hesitations and concerns
• Adapt communication style to match the needs and preferences of each lead
• Schedule solid appointments (8 - 10 per day) with our life insurance agents for potential clients
• Confirm appointment details and ensure clients are prepared for their consultations
• Maintain accurate and up-to-date records of all interactions and appointments in the CRM system
• Conduct follow-up calls and communications to ensure appointment attendance and address any pre-appointment questions
• Re-engage leads who initially declined or missed appointments, encouraging them to reconsider
• Monitor and report on appointment-setting metrics, including call volume, conversion, and appointment show rates
• Continuously seek ways to improve appointment-setting processes and outcomes

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you