Telemarketing VA

Join a finance-focused team as a Telemarketing VA, where you will own outbound prospecting, lead qualification, and appointment setting for the sales team. This role is centered on making warm and cold calls, handling objections in real time, and keeping the follow-up pipeline active so qualified opportunities consistently reach the calendar. Key Responsibilities Place warm and cold outbound calls through assigned prospect and lead lists Qualify prospects against set criteria before passing them on Book and confirm appointments, consultations, or demos for the sales team Handle objections and rejections on the call to keep qualified prospects engaged Log every call outcome, note, and disposition accurately in the CRM Work the follow-up pipeline, re-contacting prospects who have not yet committed Meet daily, weekly, and monthly outreach and appointment-setting targets Key Performance Indicators Outbound calls made and connect rate with decision-makers Lead qualification rate and appointment booking rate Appointment confirmation and show-up rate CRM disposition accuracy and call-outcome logging Typical Deliverables Consistent daily outbound calling volume against targets Qualified, criteria-matched prospects handed to the sales team Confirmed calendar bookings for consultations and demos Up-to-date CRM call logs and follow-up pipeline records What We're Looking For Comfortable making both warm and cold outbound calls Able to qualify leads carefully against defined criteria Confident booking and confirming appointments for a sales team Skilled at handling objections and rejections while keeping conversations productive Detail-oriented when logging call outcomes, notes, and dispositions in a CRM Consistent in following up with prospects who have not yet committed Target-driven and able to work toward daily, weekly, and monthly outreach goals Familiarity with finance is preferred