Sales / Appointment Setter

Job Title: Sales / Appointment Setter

Position type: Part-Time

Work hours: 4:00 PM – 8:00 PM Eastern Time (EST)

Work days: Monday – Friday

Salary: $5 – $6 per hour depending on experience

Job code: SConde-Utopia

Workplace: Remote

Preferred Candidate Location: Philippines

Scope of Work/Responsibilities

The company is a service-based clinic that receives inbound inquiries from marketing channels and referrals. The team is looking for a sales-oriented Virtual Assistant who can convert incoming leads into scheduled consultations and secure deposits for appointments.

This role is primarily sales-focused and requires strong communication skills, consistent follow-up, and confidence in closing appointments and asking for deposits.

Key Responsibilities

• Respond quickly to incoming leads from the clinic’s marketing channels and internal referrals.
• Contact prospective clients via phone, text, or email to introduce services and answer initial questions.
• Provide clear, friendly information about the clinic’s services and consultation process.
• Schedule consultations using the clinic’s booking system.
• Encourage leads to commit to their appointment by collecting the required deposit during booking.
• Maintain consistent follow-up with leads who have not yet scheduled.
• Keep organized records of lead interactions and appointment outcomes.
• Communicate regularly with the clinic owner regarding lead activity, appointments scheduled, and deposits collected.

Provide simple performance updates such as:

• Number of leads contacted
• Speed of response to new leads
• Appointments booked
• Deposits collected

Tools Used

• Mangomint (Salon & Spa booking system)
• Phone and messaging apps
• CRM and communication tools such as: Slack, Salesforce, WhatsApp, & Skype
• Nextive phone system (a plus but not required)

Requirements:
• Friendly, proactive, and professional communication skills
• Strong sales and closing ability
• Comfortable asking for payment and securing deposits
• Strong phone communication skills
• Ability to follow up with leads consistently
• Highly organized and able to track multiple leads and appointments
• Ability to maintain clear communication with the client
• Sales-oriented personality confident in moving leads toward booking

Must-Haves

• Must be comfortable speaking with clients on the phone
• Must have sales or closing experience
• Must be able to follow up with leads consistently
• Must be organized and communicative
• Must focus primarily on sales and appointment booking tasks

Performance Metrics

Success in this role will be measured by:

• Number of leads contacted
• Speed of response to new inquiries
• Number of appointments booked
• Number of deposits collected
• Consistency of follow-ups

Basic requirements

• Must be proficient in speaking and writing English very clearly
• Must have relevant work experience
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
• Must be available for video meetings with your camera on (when needed)

Technical requirements

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 10 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment

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.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.