20four7VA is hiring a
B2B Outbound Sales Virtual Assistant

Summary

Join 20four7VA as a B2B Outbound Sales Virtual Assistant in the financial or insurance industry. Work 20 hours per week, make outbound calls to credit union executives, qualify leads, schedule appointments, and update the CRM system. Requirements include excellent communication skills, telephone call etiquette, experience with CRM systems, experience in the financial services or auto insurance industry, ability to work independently, time management skills, and proficiency in Microsoft Office Suite.

Requirements

• Excellent communication and interpersonal skills
• Strong telephone call etiquette and ability to read from a script
• Experience with CRM systems (Dynamics, Pipedrive or Lemlist preferred, not required)
• Experience in the financial services or auto insurance industry (a plus)
• Ability to work independently and meet deadlines
• Time management skills and the ability to prioritize tasks
• Proficiency in Microsoft Office Suite

Responsibilities

• Make outbound calls to credit union executives using a provided script
• Qualify leads based on their interest in our products or services
• Schedule appointments with qualified leads for our sales team
• Update and maintain accurate records in our CRM system (Pipedrive, Dynamics or Lemlist)

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