Opportunity overview
What you should know
We checked this opportunity from 20four7VA. It is listed as Worldwide.
The work location is Remote — worldwide. Employer-stated compensation: Salary not included in the job posting.
Job description
About this role
The business is currently being built from the ground up and offers life insurance, health insurance, annuities, and related financial products. The immediate need is a dedicated VA who can consistently work existing leads through phone calls, email, and text messaging while the owner focuses on building and growing the agency. This is a lead follow-up and appointment-setting position, not an insurance sales or closing role.
Responsibilities
- Call client-provided leads using approved scripts
- Follow up consistently with prospects
- Send SMS and email follow-ups as appropriate
- Respond to basic prospect questions using approved information
- Maintain professional and conversational communication
- Continue follow-up according to the client's established cadence
- Identify interested prospects and schedule appointments with the client
- Maintain accurate prospect information and outreach notes
- Track calls, emails, texts, and follow-up requirements
- Maintain lead information within spreadsheets until a CRM is implemented
- Update lead statuses and ensure interested prospects receive timely follow-up
Qualifications and requirements
- Previous outbound calling, appointment setting, lead generation, or customer service experience required
- Experience communicating with U.S.-based prospects strongly preferred
- Strong spoken and written English required
- Comfortable with phone, SMS, and email outreach
- Spreadsheet and lead-tracking experience required
- Insurance, financial services, mortgage, or similar experience is a plus but not required
- CRM experience is a plus as the agency expects to implement one
- Confident and personable on the phone
- Native or near-native English speaking accent
- Comfortable conducting recurring outbound calls
- Strong appointment-setting and follow-up ability
- Organized and dependable
- Able to follow scripts while maintaining a natural conversation
- Comfortable joining a newer business and growing with the agency
- Motivated by consistent outreach and activity
The description, responsibilities and qualifications used for this page and its JobPosting data appear above. Use the application action in the Job snapshot to confirm any later changes before applying.
Why you may be eligible
The source says applicants worldwide may apply. You should still confirm time-zone, work-authorization and experience requirements.
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How this listing was checked
- Source status
- Applicant-tracking source confirmed
- Employer or source
- 20four7VA
- Source checked
- September 7, 2026
- Application destination
- Employer or official applicant-tracking website
- Work setup and location
- Remote · Remote — worldwide
- Who can apply
- Worldwide · Confirmed by source
- Pay
- Not stated by employer
- Deadline
- Not stated by employer
We check the source and visible requirements, but the employer controls changes and the final hiring decision. Confirm the latest requirements before applying.