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CPT-9717 Appointment Setter / Lead Qualification Specialist

CPT-9717 Appointment Setter / Lead Qualification Specialist

Visio LendingDedham, MA, US
6 hours ago
Job type
  • Full-time
Job description

Independent Contractor Appointment Setting And Lead Qualification - Business Support - Senior To Advanced Level

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.

Scope Of Services

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

  • Lead Qualification & Vetting

Pre-qualify prospects using internal tools (e.g., Catchlight) and direct phone conversations.

  • Identify unqualified leads and professionally manage "uninvites" when necessary.
  • Collect additional information via calls or online forms to ensure lead suitability.
  • Appointment Setting
  • Schedule qualified appointments with prospective clients.

  • Confirm attendance and secure commitment to reduce no-show rates.
  • Maintain a high "stick rate" of confirmed appointments.
  • Database & Outreach Management
  • Engage with warm and cold leads from the company's large database.

  • Conduct strategic outreach to prospects who attended seminars, interacted online, or engaged with email campaigns.
  • Nurture leads into appointments or redirect them into alternative marketing channels (e.g., in-person seminars, dinner events).
  • Collaboration & Reporting
  • Work closely with the marketing and sales team to align on outreach strategy.

  • Provide regular updates on call activity, appointment outcomes, and lead quality.
  • Input and track all activity in Salesforce CRM.
  • Skills

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

  • Previous experience in appointment setting, telemarketing, or lead generation (financial services industry preferred).
  • Strong verbal communication and interpersonal skills.
  • Ability to professionally handle objections and disqualify leads when necessary.
  • Proficiency in CRM systems (Salesforce experience required).
  • Organized, detail-oriented, and self-motivated with the ability to work independently.
  • Reliable internet, computer, and headset for remote work.
  • 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 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
  • By submitting your application, you acknowledge that this opportunity is for an independent contractor engagement and not an offer of employment. All applications will be reviewed based on alignment with client needs, qualifications, and availability. If selected, a member of our team will reach out to discuss next steps and potential client matching.

    We look forward to reviewing your application and potentially working with you on future client engagements!

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    Appointment Setter • Dedham, MA, US

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