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Project Title: Experienced Virtual Assistant/Appointment Setter for U.S. Mortgage Protection Leads Project Description: I’m seeking an experienced virtual assistant/appointment setter with direct U.S. life insurance Mortgage Protection experience (not mortgage lending, brokerage, or general insurance cold calling). The role involves calling newer and aged Mortgage Protection leads, handling objections, booking qualified appointments directly onto my calendar, confirming appointments, working no-shows/reschedules, and keeping the CRM updated. I handle all insurance presentations and sales. Key Requirements: - Proven experience working with U.S. life insurance Mortgage Protection leads, especially aged leads. - Strong spoken English and availability during U.S. calling hours. - Ability to provide: * Approximate previous Mortgage Protection call volume. * Typical daily/weekly appointment numbers (please specify if these refer to booked or shown appointments). * Show-rate experience if known. * Ages/types of Mortgage Protection leads worked and strongest U.S. states called. * Dialers and CRMs used in past roles. * A short voice sample for evaluation. Responsibilities: - Repeated outbound follow-up on provided leads (newer and aged). - Basic objection handling to book qualified appointments directly onto my calendar. - Appointment confirmations, rescheduling/no-show recovery, and accurate CRM dispositions. Leads, CRM/dialer access, scripts, and appointment calendar will be provided. The strongest candidates will be invited to a short paid live-dialing trial using leads I provide, with a final hiring decision made quickly. Budget: $5–$8/hour for approximately 10–15 hours/week initially, with potential to increase hours and add performance incentives based on consistent results. Important Notes: - Candidate must be available to begin within the next few days if selected. - Please do not apply unless you have direct U.S. life insurance Mortgage Protection appointment-setting experience. General cold-calling experience alone is not enough.
Project ID: 40727901
16 proposals
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Active 5 days ago
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16 freelancers are bidding on average $8 USD/hour for this job

As a seasoned virtual assistant with a strong background in appointment setting, I believe my skills and experience make me the ideal fit for your Mortgage Protection project. My boutique firm, CloudX Consultech, has worked extensively within the US life insurance sector for over 7 years, which includes direct experience in Mortgage Protection leads. We have encountered a variety of aged leads and we understand how to effectively handle objections, improve show rates, and ensure accurate CRM dispositions. To provide some insight into my team's capabilities, we've booked an average of 15 confirmed appointments each week in my previous role, with consistent demonstration of adeptness in appointment booking. My dialers and CRMs proficiency include; CallHub, PhoneBurner, iSEEK Billing EaseRTeaM. We're fully conversant with U.S. calling hours to ensure maximum availability. With a strong command of the English language and an emphasis on quality work, my virtual assistant services offer you reliable support during U.S working hours. Further to our compatibility with your requirements, We'd relish the opportunity for a paid live-dialing trial using your provided leads
$7 USD in 40 days
6.7
6.7

Hello There, We can assist with the administrative and CRM support side of your Mortgage Protection lead workflow, including lead data management, CRM updates, appointment tracking, follow-up records, calendar management, no-show/reschedule tracking, and maintaining accurate lead dispositions. Our team has experience providing structured virtual assistance, data management, and back-office support for U.S.-based clients. We can work efficiently with your provided CRM, scripts, lead lists, and processes and adapt quickly to your existing workflow. Please note that making or receiving phone calls, including outbound appointment-setting calls, is not included in our service scope. Our working hours are 9:30 AM–6:00 PM IST, Monday through Saturday. We typically work on an hourly basis and would be happy to support the non-calling operational requirements of this project. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$8 USD in 40 days
5.7
5.7

Having spent half a decade in the world of virtual assistance, I bring a wealth of knowledge that encompasses all the key requirements of your project. I have a particular experience working with U.S based life insurance Mortgage Protection leads, which sets me apart from other general cold callers. My years of service have given me a good grasp of the strong spoken English you desire and has also enabled me to be highly available during U.S calling hours. One thing you can trust about me is my consistent commitment to result-oriented work, meaning I don't just make calls but actually convert those calls into booked and shown appointments. To give you an idea of what it will be like working with me, on average I generate 25 appointments per week. Another unique aspect is my proficiency in using CRM platforms, which pairs well with my data entry skills – ensuring thorough CRM dispositions and efficient management of leads. These valuable skills will guarantee the accurate handling and execution of your mortgage protection leads strategies. As a virtual assistant with experience across various sectors, I have developed agile problem-solving capabilities allowing for proper handling of customer objections. In all spheres of my professional life, demonstrating a fast turnaround time and reliable assistance have been hallmarks of my work. It would be an honor to help grow your business; let’s connect and start making things happen in your Mortgage Lead project!
$8 USD in 40 days
5.5
5.5

Hi,I have direct U.S. life insurance Mortgage Protection appointment-setting experience — specifically working newer and aged MP leads, not general cold calling. What I'll Do: Repeated outbound follow-up on provided leads, both newer and aged Basic objection handling to book qualified appointments directly onto your calendar Appointment confirmations, rescheduling, and no-show recovery Accurate CRM dispositions maintained throughout Availability: Strong spoken English, available during U.S. calling hours. Can begin within the next few days if selected, at 10–15 hours/week initially, with capacity to scale. On the Trial: Happy to complete a short paid live-dialing trial using your leads. Ready to demonstrate results quickly. Thanks.
$8 USD in 40 days
3.8
3.8

Hello, I’m interested in your Virtual Assistant/Appointment Setter role. I want to be transparent that I do not have direct U.S. life insurance Mortgage Protection appointment-setting experience, so I won’t make a false claim. My background is in lead generation, prospect research, outbound follow-up, cold calling, customer communication, appointment setting, CRM/data management, and lead qualification. I’m comfortable following provided scripts, handling basic objections professionally, maintaining accurate CRM dispositions, confirming appointments, and following up with no-shows and aged leads. Since you provide the leads, CRM, dialer, scripts, and training/process, I can learn your Mortgage Protection workflow quickly and follow it consistently. I’m reliable, detail-oriented, available for U.S. calling hours, and can start within the next few days. I’d also be open to a short paid trial so you can evaluate my actual calling and appointment-setting performance before making a longer-term decision. Thank you for considering my application.
$9 USD in 40 days
3.8
3.8

Hi, I’m an experienced Virtual Assistant with strong communication, follow-up, CRM, and appointment-setting skills. I’m comfortable handling outbound calls, objections, confirmations, rescheduling, and accurate CRM updates. I’m available during U.S. calling hours and can start within the next few days. I’m reliable, consistent, and ready for a paid live-dialing trial to demonstrate my performance. Best regards! Kiran Bibi
$5 USD in 1 day
3.4
3.4

Hi, I have direct experience with U.S. Mortgage Protection leads and understand the importance of consistent follow-up, objection handling, qualification, and appointment setting. I’m comfortable working both newer and aged leads and maintaining a professional, conversational approach rather than sounding overly scripted. I can handle outbound calls, identify interested prospects, address basic objections, book qualified appointments directly to the calendar, confirm upcoming appointments, recover no-shows/reschedules, and keep CRM dispositions and notes accurate. I’m familiar with working during U.S. calling hours and can provide details regarding my previous call volume, appointment numbers, show rates, lead ages, states covered, and the dialers/CRMs I’ve used. I can also provide a short voice sample and would be comfortable completing your paid live-dialing trial. I’m available to start within the next few days and can begin with 10–15 hours per week, with flexibility to increase based on results.
$5 USD in 40 days
3.1
3.1

Drawing from my extensive experience as a Virtual Assistant, I am confident that I am the perfect fit for your project. I am not only skilled in sales and appointment setting, but I also have direct U.S. life insurance Mortgage Protection experience. I understand the vital nuances involved in calling both newer and aged leads, effectively handling objections, and ultimately booking qualified appointments onto your calendar. I have worked with various dialers and CRMs in the past; therefore, adapting to any systems or workflows you're currently using won't be an issue. Moreover, not only can I perform the core responsibilities of your project such as follow-ups and accurate CRM dispositions efficiently, but I also have excellent time management skills that will enable me to always meet deadlines. With a rate of $5-$8/hour for 10-15 hours per week initially which is easily scalable up depending on the need and performance, hiring me not only ensures quality work, but also value for your budget. Together we can generate consistent results as customer satisfaction is always a priority for me. Hopefully, this brief snapshot instills confidence in considering me as part of your team for this crucial project!
$9 USD in 40 days
2.8
2.8

Hi, I have strong experience in outbound calling, lead follow-up, appointment setting, objection handling, and CRM updates. I’m comfortable working U.S. calling hours, following scripts, and consistently following up with leads to maximize qualified appointments. I’m available to start immediately.
$5 USD in 40 days
1.7
1.7

Hi, I understand this role specifically requires U.S. Mortgage Protection appointment-setting experience, including aged-lead follow-up, objection handling, confirmations, reschedules, and accurate CRM dispositions. I can work U.S. calling hours and follow a structured multi-touch process focused on qualified appointments. I’m also comfortable completing your paid live-dialing trial before selection. Let's discuss in chat to proceed further.
$9 USD in 40 days
0.0
0.0

Hi, I hope you're doing well. My background is in software engineering rather than U.S. insurance sales or cold-calling, so I don't want to misrepresent my experience for a role that specifically requires direct Mortgage Protection appointment-setting experience. If you are open to a technical role supporting this workflow, I can contribute on the CRM, automation, API integration, lead-management, or workflow side. Otherwise, I understand that direct insurance calling experience is a core requirement for this position. Best regards, Mikhail
$9 USD in 40 days
0.0
0.0

I’m an experienced Virtual Assistant and Appointment Setter with strong communication, organization, customer service, lead follow-up, and scheduling skills. I can help you stay organized, maintain consistent communication with prospects, and keep your calendar filled with qualified appointments. I’m comfortable with: Making calls and following up with leads Engaging prospects professionally and building rapport Qualifying leads based on your requirements Scheduling and confirming appointments Managing calendars and handling follow-ups Updating CRM systems and keeping lead information organized Responding to emails, messages, and customer inquiries Handling high-volume tasks while maintaining accuracy Working independently and meeting daily targets I’m reliable, proactive, detail-oriented, and comfortable working with scripts while still keeping conversations natural and personable. I also have a stable internet connection and a professional remote-work setup, so I’m ready to start and contribute immediately.
$6 USD in 40 days
0.0
0.0

I have extensive experience in appointment setting for U.S. mortgage protection leads, specifically with both newer and aged leads. My direct background in this niche ensures precision in handling objections and booking qualified appointments onto your calendar. My approach involves a structured workflow that includes regular updates in your CRM, timely follow-ups on leads, and clear communication regarding appointment confirmations and rescheduling. I utilize proven strategies to maintain high show rates and ensure smooth transitions during handovers. Previous experience with various dialers and CRMs enables efficient management of your leads. To align our efforts, I suggest confirming the scope and success criteria before full commitment, allowing for a focused approach that mitigates risks and ensures we are on the same page throughout the process. Best regards, Lexi
$6 USD in 5 days
0.0
0.0

Hi, I’m interested in supporting your Mortgage Protection lead follow-up and appointment-setting process. I’m confident in outbound communication, lead follow-up, objection handling, appointment scheduling, and CRM updates. I’m available for U.S. calling hours and can start immediately. I’m also comfortable with a paid live-dialing trial.
$8 USD in 20 days
0.0
0.0

Hi! I’m interested in this opportunity and confident in outbound calling, follow-ups, objection handling, and appointment setting. I’m comfortable working U.S. calling hours and adapting quickly to your scripts, CRM, and dialer. I’m available for the paid live-dialing trial and can start immediately. I’d be happy to provide a voice sample as well. Looking forward to working with you!
$9 USD in 30 days
0.0
0.0

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