Financial Services Outreach & Appointment Setting Virtual Assistant

Job description

About this role

The VA will divide time between phone-based appointment setting and one-to-one email outreach, while maintaining accurate records of activity and follow-up. This is not a financial advisory or sales-closing role. The VA will introduce the reason for the outreach, generate interest, handle basic objections, and schedule meetings with the financial professional. The 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.

Responsibilities

• Conduct outbound calls using client-provided prospect lists
• Work from approved financial-services scripts
• Ask prospects when they last reviewed their retirement accounts
• Briefly communicate approved reasons for conducting a financial review
• Handle basic objections professionally
• Schedule qualified prospects for Zoom meetings through Calendly
• Record call outcomes and follow-up requirements
• Maintain consistent calling activity during assigned blocks
• Work through client-provided prospect lists in Excel or Google Sheets
• Send personalized individual emails through Gmail
• Submit outreach through designated website contact forms when required
• Follow client-provided messaging and templates
• Send emails one at a time rather than using bulk mail merges
• Maintain a personalized approach to reduce spam risk
• Track completed outreach and follow-up activity accurately
• Maintain organized prospect and outreach records
• Update spreadsheets with call and email activity
• Track appointments scheduled and outstanding follow-ups
• Ensure prospects requiring additional outreach do not fall through the cracks
• Follow established calling and email workflows consistently

Qualifications and requirements

• Previous cold calling experience required
• Appointment-setting experience required
• Power dialer experience required
• Previous email outreach, lead generation, or prospecting experience preferred
• Strong spoken and written English required
• Microsoft Excel and Google Sheets proficiency required
• Gmail experience required
• Financial services, insurance, mortgage, banking, retirement, or similar industry experience a plus
• Experience communicating with U.S.-based consumers strongly preferred
• Strong organizational and follow-up skills
• Confident and professional on the phone
• Strong outbound calling and appointment-setting background
• Excellent spoken and written English
• Natural conversational style
• Comfortable handling objections without being overly aggressive
• Detail-oriented and accurate with written outreach
• Organized and dependable
• Able to transition efficiently between calling and email tasks
• Comfortable working independently from established scripts and processes
• Performance-driven and reliable
• 2X System – Preferred / Client Training Available