Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 23 days ago

CPT-11414 Financial Services Appointment Setter

20four7VA115 open roles

Where
Worldwide, Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowCPT-11414 Financial Services Appointment Setter20four7VA · Worldwide, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on 20four7VA's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 23 days ago

The posting

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!

If you're interested in this opportunity, click APPLY TO POSITION to proceed.

********************************************************************

Title: Independent Contractor – CPT-11414 Financial Services Appointment Setter/Business Support VA/Senior-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.

A Los Angeles-based financial planning practice is seeking an experienced Appointment Setter to conduct outbound calls and schedule qualified prospects for Zoom consultations.

The client will provide prospect information, scripts, the calling system, and Calendly availability. The VA's responsibility is to conduct professional outreach, briefly explain the reason for the call, generate interest in reviewing the prospect's retirement accounts, and schedule appointments with the financial professional.

This is an appointment-setting position, not a financial advisory or sales-closing role.

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:

RESPONSIBILITIES

  • Spend approximately 75% of working hours conducting outbound cold 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 through Calendly.
  • Record calling outcomes and follow-up information in spreadsheets.
  • Maintain consistent activity during assigned calling blocks.
  • Participate in client-led script training, role-play, and call practice before conducting live outbound calls. The VA will not be expected to make live calls immediately upon starting and will first be given time to learn and practice the scripts.
  • Learn and properly use the client’s power dialer, including understanding the workflow and required steps when an appointment is scheduled.
  • Track calling activity, appointments scheduled, and prospect follow-up outcomes.
  • Spend approximately 15% of working hours conducting outbound email outreach and follow-up to prospects as directed by the client. Email management and sending will be a secondary responsibility.
  • Meet client-established KPIs and performance expectations for outbound calling and appointment setting.

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:

  • Cold calling experience required
  • Appointment-setting experience required
  • Power dialer experience required
  • Financial services, insurance, mortgage, banking, or similar experience preferred
  • Strong spoken English required
  • Experience using scripts while maintaining a conversational tone
  • Experience handling sales objections and difficult prospect conversations preferred
  • Outbound email outreach and follow-up experience preferred
  • Ability to quickly learn and consistently follow client-provided scripts
  • Strong KPI and performance-driven mindset
  • Ability to participate in role-play, accept coaching, and apply feedback before transitioning to live outbound calls
  • Ability to quickly learn and follow the client’s power dialer workflow and appointment-setting process

IDEAL CANDIDATE PROFILE

  • Confident and professional on the phone
  • Strong outbound calling background
  • Natural conversational style
  • Comfortable handling objections
  • Persistent without being aggressive
  • Strong appointment-setting ability
  • Comfortable speaking with U.S.-based consumers
  • Reliable and performance-driven
  • Quick learner who can adapt to new scripts, calling systems, and workflows
  • Receptive to client-led training, role-play, and coaching
  • Able to apply feedback quickly and demonstrate proficiency before handling live calls
  • Highly motivated by measurable results and appointment-setting performance
  • Able to manage secondary email outreach responsibilities while maintaining a strong focus on outbound calling

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

  • Power Dialer Systems – Required
  • 2X System – Preferred / Client Training Available
  • Calendly
  • Excel / Google Sheets
  • CRM-Based Calling Systems – Preferred
  • Email Outreach / Email Management Platforms – Preferred

Work Schedule

  • Contracted Hours per Week: 10 Hours/week for the first two weeks (with the potential to increase to 20 hours/week if performance is good)
  • Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
  • Daily Working Time: 11:00 AM – 1:00 PM PST

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: Senior and Advanced Level
  • Contracted Hours per Week: 10 hours/week for the first two weeks (with the potential to increase to 20 hours/week if performance is good)
  • Daily Working Time: 11:00 AM – 1:00 PM PST
  • 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 English Accent Required)
  • REGION PREFERENCES: Philippines preferred, but any region is acceptable except Africa and India.

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!
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against 20four7VA's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on 20four7VA's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    20four7VA's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.