Appointment Setter - Health Insurance

This is a remote position.

Role Name: Appointment Setter / Sales Development Representative - Insurance Industry

Schedule:

• 40 hours per week; Flexible between 10 AM to 7 PM Monday to Friday
  

Client Timezone: Central Time Zone (CT)

Client Overview

Join a thriving insurance advisory firm representing 70 associations across all 50 states. Our client specializes in providing tailored insurance solutions to association members, particularly in the education and healthcare sectors. With a strong focus on personalized service and a track record of excellence, this company offers a dynamic environment for growth and professional development in the insurance industry.

Job Description

As an Appointment Setter / Sales Development Representative, you’ll be the cornerstone of our client’s sales process, driving growth and connecting valuable insurance products with those who need them most. You’ll leverage cutting-edge CRM technology and your sharp communication skills to analyze leads, conduct impactful outreach, and set the stage for successful insurance sales. This role offers a unique opportunity to gain in-depth knowledge of the insurance industry while honing your sales and customer service abilities. With potential to expand into email campaign management and social media outreach, this position is an excellent launchpad for a rewarding career in insurance sales and marketing.

Responsibilities

• Analyze lead data to identify high-potential clients and insurance product opportunities
  
• Conduct 60-80 daily outbound calls to schedule appointments for top-performing insurance advisors
  
• Manage and update client information in Salesforce CRM with meticulous attention to detail
  
• Articulate our client’s value proposition and explain association benefits to potential customers
  
• Coordinate and schedule appointments efficiently using Calendly
  
• Follow up on missed appointments and handle rescheduling with professionalism and persistence
  
• Assist in lead qualification and perform basic insurance needs assessments
  
• Collaborate closely with sales representatives to ensure smooth handover of appointments
  
• Maintain accurate, detailed records of all prospect communications
  
• Potential to contribute to email campaign management and social media outreach initiatives
  

Requirements

• Excellent verbal and written communication skills in English, with ability to build rapport quickly
  
• Prior experience in appointment setting, sales development, or customer service preferred
  
• Familiarity with CRM systems, particularly Salesforce
  
• Basic understanding of life and health insurance products
  
• Self-motivated with strong time management and organizational skills
  
• Resilience and positive attitude when handling objections or rejection
  
• Proficiency in using communication tools like Skype and Calendly
  
• Ability to work independently in a remote setting while adhering to team goals and schedules
  
• Openness to learning about various insurance products and industry trends
  
• Comfortable working in Central Time Zone business hours (flexible between 9 AM to 7 PM CT)
  

Benefits