[Hiring] Cold Caller / Appointment Setter @20four7VA

Role Description

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. The Cold Caller / Appointment Setter will support a licensed insurance brokerage by conducting outbound calls to pre-generated lead lists. The primary objective of this role is to engage prospects turning 65, provide high-level information, qualify interest, and schedule appointments for licensed agents. This role requires strong English communication skills, professionalism, and accurate record-keeping.

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

• Make outbound calls to provided lead lists using CallTools or similar VoIP system
• Engage prospects in a clear, professional, and compliant manner
• Screen prospects based on predefined qualification criteria
• Introduce the brokerage services at a high level (no selling of policies)
• Schedule appointments for licensed agents
• Accurately log call outcomes, dispositions, and notes within the dialer or spreadsheet
• Maintain confidentiality of all prospect information
• Follow approved scripts, call flows, and SOPs
• Participate in initial training and coaching provided during onboarding

Qualifications

• Native or near-native English speaking accent
• Prior experience with outbound cold calling or appointment setting
• Experience calling U.S.-based prospects
• Clear, professional phone presence
• Strong listening skills and attention to detail
• Ability to follow scripts while sounding natural
• Comfortable logging detailed call notes and outcomes

Preferred Skills

• Insurance or Medicare-related exposure (not required)
• High reliability and punctuality
• Ability to build rapport quickly over the phone

Work Schedule

• Contracted Hours per Week: 20 Hours
• Scheduled Working Days: Monday through Friday
• Daily Working Time: TBD EST

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

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!