Conduct outbound cold calls to prospective clients nationwide.
Follow established call scripts while maintaining natural and engaging conversations.
Introduce retirement planning review opportunities and explain the value proposition.
Qualify prospects based on client-provided criteria.
Schedule appointments directly into the client's calendar system.
Accurately record call outcomes and dispositions within the dialing platform.
Handle objections professionally and confidently.
Maintain detailed notes and follow-up information as needed.
Meet daily and weekly call activity goals.
Provide regular updates regarding appointment-setting performance and lead quality.

Previous experience in cold calling, appointment setting, telemarketing, or outbound sales.
Strong verbal communication and active listening skills.
Ability to think quickly and respond confidently during live conversations.
Comfortable handling objections and maintaining professionalism.
Excellent English speaking skills with a native or near-native accent.
Strong organizational and time management skills.
Ability to work independently with minimal supervision.
Reliable internet connection and professional remote work setup.
Preferred Qualifications: Experience working in financial services, wealth management, insurance, or related industries.
Experience conducting B2C (Business-to-Consumer) outreach campaigns.
Familiarity with appointment-setting KPIs and outbound sales metrics.
Experience using power dialers and CRM systems.

Cold Calling & Appointment Setting Virtual Assistant

Key skills