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Title: CPT-10969 Appointment Setting & Outbound Calling Virtual Assistant (Insurance Leads)

Independent Contractor – Business Support VA / Junior to Advanced Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

We are seeking a confident and results-driven Virtual Assistant to support a health insurance advisor by conducting outbound calls to warm leads and scheduling appointments.

The VA will be responsible for contacting individuals who have already expressed interest in health insurance, engaging them in conversation, and successfully booking appointments for the client.

This role is strictly focused on appointment setting — no quoting or sales closing experience is required.

The ideal candidate is comfortable with high-volume dialing, strong objection handling, and maintaining a professional, friendly tone on every call.

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.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Outbound Calling & Appointment Setting

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”)

Lead Management & Follow-Ups

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

Documentation & CRM Updates

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

System & Dialer Usage

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

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

QUALIFICATIONS

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

APPLICATION SOFTWARE KNOWLEDGE / REQUIRED TOOLS

Dialing System: VoIP system (e.g., VS Connect or similar)
Lead Management: Client-provided lead database / CRM
Optional Tools: VanillaSoft (if implemented)
Communication: MS Teams, Slack, or similar

Work Schedule

Contracted Hours per Week: 40 Hours
Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
Daily Working Time: 9 AM to 6 PM EST.

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

Contractors will operate under a Master Services Agreement and a Statement of Work
This is not an offer of employment; contractors are not employees of 20four7VA or any client
All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

REQUIRED SERVICE: Business Support
REQUESTED EXPERIENCE TIER LEVEL: Junior to Advanced Level
Contracted Hours per Week: 40 hours/week
Daily Working Time: 9 AM-6 PM EST
Scheduled Working Days: Monday-Friday
REPORTING TO/POC: To Be Determined
Number of VAs: 1
GENDER PREFERENCE: None
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Level A-B (native or near-native accent required)
REGION PREFERENCES: Any

What we offer

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!