Appointment Setter VA

Appointment Setter VA

24x7 Direct
1 month ago

This is a remote position.

An amazing opportunity to work with a dynamic Australian Financial Planning Company for an experienced, vibrant, and highly motivated Appointment Setter VA.

Reporting to the Director and working with direction from the team you will be a self-starting, highly organised and experienced Appointment Setter Virtual Assistant. Experience and knowledge in inbound sales/leads is advantageous. 

You will have a sound knowledge and demonstrated expertise in appointment setting soft skills. Ability to deliver best practice customer experience over the telephone. Experience within BPO sector for an Australian Provider (+) within Finance Industry (++).

Key Responsibilities

  • Respond and acquire potential leads and their contact details from various channels (e.g. social media (Facebook & LinkedIn mainly), client referrals, events, online, etc.)
  • Managing all phases of the new customer process and retention for client’s customers, including initial contact, appointment setting and onboarding.
  • Booking follow-ups and help clients sign up deals
  • Establish rapport and develop positive business relationships with customers and clients
  • Develop and maintain prospecting database or CRM and making sure that details are accurate
  • Follow up with leads through email, SMS, and phone call
  • Provide full-cycle administrative support
  • Complete related tasks as assigned
  • Management of calendars, emails, calls and meetings.
  • CRM management, data entry, workflow management
  • Manage and book appointments
  • Other Admin tasks as required

–   Bachelor’s Degree

–   Minimum of 2 years’ experience as an appointment setter or Lead Generation

–   Excellent oral, written, and interpersonal communication skills.

–   Proactive results driven and efficient

–   Excellent communication skills, both. verbal and written

–   Highly organised, process oriented an organiser of all things

–   Experience with dealing in a fast-paced environment

–   Exceptional listening and analytical skills.

–   Intermediate level of knowledge in MS-Office.

–   Knowledge of online calendars and scheduling (e.g. Google Calendar)

–   Experience in inbound sales/leads is a must

–   Experience in Active Campaigns (+)


1.     Monthly Salary: Php 30,000

2.     Salary will be paid on a bi-monthly basis on the 1st and 16th of each month

3.     You will be paid extra for overtime and Philippines public holidays

4.     Probation: 6 months and after Probation               

ü  10 days annual leave credits

ü  5 days of sick leave

5.     13th Month Pay

6.     Laptop provided after 30 days

7.     Permanent work-from-home role. You will have to use your own internet.

8.     Shift times: 7AM – 4PM Philippine time, Monday to Friday 

How do you apply?

To learn more and apply, visit us at link or click the Apply Now Button below.

No Sign up Required :)

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