B2B Appointment Setter – Outbound Sales

Role Overview

• Conduct outbound cold calls to prospective clients: Make high-volume calls daily to potential business clients across various industries. Calls typically range from 3–6 minutes and aim to introduce the company’s services, identify potential needs, and spark interest in a scheduled consultation.
• Execute targeted cold email outreach campaigns: Develop and send strategic cold emails to complement phone outreach efforts. Follow up promptly on email responses to nurture leads, provide additional information, and secure confirmed appointments.
• Utilize Apollo CRM for lead management: Work within the Apollo platform to manage and track all outreach activities. Keep detailed notes on every contact, call outcome, and follow-up schedule to maintain accurate and organized records of your daily performance.
• Engage decision-makers across key industries: Reach out to Safety Managers, HR Managers, and Risk Managers in labor-intensive sectors such as construction, manufacturing, transportation, hospitality, and retail. Understand their business challenges and communicate how our solutions can address their needs effectively.
• Qualify and set appointments for senior sales representatives: Identify high-quality leads by assessing interest levels, urgency, and fit with company offerings. Secure appointments for senior closers by presenting value propositions clearly and ensuring leads meet the defined qualification criteria.
• Maintain accurate and up-to-date records: Document all outreach activities, call summaries, and client information in the CRM. Monitor personal performance metrics and report progress to supervisors regularly. Ensure data integrity and compliance with company standards.
• Collaborate closely with the sales team: Work in alignment with sales executives and team leaders to ensure seamless lead handoffs. Share insights from conversations with prospects to improve sales strategies and enhance team performance.
• Stay informed and continuously improve performance: Participate in training sessions, performance reviews, and feedback discussions. Stay updated on company offerings, target markets, and outreach best practices to continually improve efficiency and conversion rates.

Requirements

• Fluent English speaker with excellent verbal and written communication skills; minimal accent preferred.
• Prior experience in business development, appointment setting, or outbound sales is highly desirable.
• Strong interpersonal, listening, and persuasion skills.
• Comfortable with high-volume cold calling and handling rejection professionally.
• Experience using Apollo or similar CRM tools is an advantage.
• Highly organized, self-motivated, and goal-oriented with a strong sense of accountability.
• Must be proficient in clear spoken and written English.
• Must have relevant and verifiable work experience.
• Ability to provide NBI Clearance or Local Police Clearance if requested.
• Availability for video meetings with camera on during work hours.
• Must have no other clients during required working hours.

Tech Stack

• Apollo
• Spark

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.