Appointment Setting, Outbound Calling Virtual Assistant
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Job Description
Virtual Assistant supporting a health insurance advisor through outgoing calls and appointment scheduling. Focused on warm leads and enhancing business efficiency in a remote setting.
Responsibilities:
- Make high-volume outbound calls to warm insurance leads
- Contact leads as quickly as possible after they enter the system (“speed to lead”)
- Follow provided scripts to introduce services and engage prospects
- Qualify basic interest and schedule appointments with the client
- Handle common objections professionally (e.g., “not interested,” “no time”)
- Reattempt contact for missed or unresponsive leads
- Work through large lead lists systematically (including older leads)
- Prioritize new leads while maintaining follow-up cadence on existing ones
- Ensure no qualified lead is left untouched
- Log call outcomes, notes, and appointment details accurately
- Update lead statuses within the client’s system
- Maintain organized and up-to-date records of all interactions
- Utilize client-provided dialing system (VoIP such as VS Connect)
- Work within lead management platforms (and possibly VanillaSoft)
- Adapt quickly to client tools and workflows
Requirements:
- 2+ years of experience in outbound calling, appointment setting, or call center roles
- Strong objection-handling and persuasion skills
- Comfortable with high-volume dialing and repetitive call workflows
- Excellent English communication skills with a clear, neutral accent
- Professional, confident, and friendly phone presence
- Ability to follow scripts while sounding natural and conversational
- Highly organized and consistent with follow-ups
- Self-motivated and able to work independently
- Preferred: Experience in insurance, telemarketing, or lead generation
- Familiarity with VoIP systems and dialers
- Previous experience working with CRM or lead management tools.
Benefits:
- 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
- And more!
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