InsideOut Virtual Assistants
An Appointment Setter in the financial services industry contacts inbound leads to qualify prospects and schedule appointments for financial advisors. The role requires strong English communication skills, confidence when speaking with seniors, and the ability to manage follow-ups using CRM tools like GoHighLevel to ensure high show-up rates.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for InsideOut Virtual Assistants.
100% below the average for this role