Transforming Jugglers to Top Performers

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Subcontractors FAQ's

Please call 800-547-4966 or click here to get started today!

What does The Appointment Biz do?

What is a Virtual Assistant (VA)?

What will I be doing as an Appointment Biz subcontractor?

Why do our clients use The Appointment Biz versus an individual VA?

Why would I want to work as a subcontractor for The Appointment Biz instead of working on my own?

What are the requirements to become a subcontractor with The Appointment Biz?

 

What does The Appointment Biz do?

The Appointment Biz is the industry leader in outsourced scheduling services and territory management. We are strategic partners with wholesalers and schedule their appointments with financial advisors. We are the preferred vendor for scheduling at many of the top financial services firms.

  • The Appointment Biz helps salespeople develop and maintain client relationships.
  • We help create a more balanced work week for our clients.
  • We develop a long-term and collaborative partnership that improves with time.

What is a Virtual Assistant (VA)?

A VA provides any sort of assistance to another person or business without having to be physically present in the client's location.

What will I be doing as an Appointment Biz subcontractor?

Subcontractors manage the daily appointment schedule by making outbound appointment phone calls and assist in managing movement through the client’s territory.

Why do our clients use The Appointment Biz versus an individual VA?

The Appointment Biz has been providing service to busy salespeople in the financial service industry since 1996. We train technologically proficient individuals who have at least five years executive administrative experience to use the systems we have developed to support salespeople.

Subcontractors are assigned clients and develop a long-term collaborative relationship that becomes stronger as time passes.

We work with a number of subcontractors and have created a team approach to support one another when needed. Our clients enjoy consistent service from their assigned scheduler and back-up from the team when needed.

We get twice as much done in half the time because we know our niche. The financial services industry is our focus; we understand compliance issues, what it means to be a wholesaler, and how to best support our client’s sales efforts.

Why would I want to work as a subcontractor for The Appointment Biz?

The advantage of being self-employed and working at home is the benefit our subcontracts appreciate the most. They value the professional nature of our clients and the ever-changing nature of the financial services industry keeps the work interesting.

We work with a number of subcontractors and have created a team approach to support one another when needed. After training, you work independently with your client and the Front Office is always here to offer support, ideas, and a team spirit.

What are the requirements to become a subcontractor with The Appointment Biz?

  • At least five years executive administrative experience or customer service, including scheduling and telecommunications.
  • Background in working independently and completing tasks on time and within defined parameters.
  • Strong working knowledge of Personal Computers and the Windows operating system.
  • Experience with Act! and/or other similar relational database programs.
  • Advanced experience with Microsoft Word, Excel, and email.
  • Home office with noise-free environment.
  • Dedicated business phone line(s), computer, printer, fax capability, e-mail (preferably MS Outlook) and high speed Internet access.
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