CPT-11414 Financial Services Appointment Setter

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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 alig