Offer summary

Qualifications:

2+ years of appointment setting or sales experience, preferably in the insurance industry., Excellent English communication skills with a professional phone presence., Proficiency with CRM systems and digital tools is essential., Strong attention to detail and self-motivation with effective time management skills..

Key responsabilities:

Execute strategic outbound calling campaigns to engage pre-qualified insurance leads.

Schedule and coordinate virtual consultations between prospects and licensed insurance professionals.

Maintain detailed records of all interactions within the CRM system and track performance metrics.

Participate in team meetings to discuss performance and strategy while managing automated follow-up communications.

Job description

This is a remote position.

Role Name: Insurance Sales Appointment Setter

Schedule:

Full-time, Monday to Friday 8am to 5pm PST

Client Timezone: Pacific Time (West Coast)

Client Overview

Join a rapidly growing independent insurance agency that specializes in providing comprehensive life insurance solutions to families and individuals across multiple states. This established agency works with top-tier insurance carriers to deliver indexed universal life insurance, final expense coverage, and mortgage protection products. With a strong focus on sustainable growth and team development, they’re seeking talented professionals to help expand their reach and impact in the insurance industry.

Job Description

Take on an integral role in a dynamic insurance sales environment where you’ll connect qualified prospects with valuable financial protection solutions. As an Appointment Setter, you’ll leverage our sophisticated CRM system and proven scripts to engage with pre-qualified leads and schedule productive consultations. This position offers excellent growth potential, including performance bonuses for meeting appointment targets, and the opportunity to expand into additional administrative responsibilities. You’ll work in a supportive environment that values long-term relationships and professional development, with the potential to grow as the business expands.

Responsibilities

Execute strategic outbound calling campaigns to pre-qualified insurance leads
Schedule and coordinate virtual consultations between prospects and licensed insurance professionals
Maintain detailed records of all interactions within our advanced CRM system
Follow established contact protocols and communication scripts while maintaining natural conversation flow
Manage automated follow-up sequences including text and email communications
Track performance metrics and work toward monthly appointment setting goals
Participate in regular team meetings to discuss performance and strategy
Handle initial prospect qualification and information gathering
Maintain professional communication standards across all channels

Requirements

2+ years of appointment setting or sales experience, insurance industry experience preferred
Excellent English communication skills with professional phone presence
Demonstrated proficiency with CRM systems and digital tools
Strong attention to detail and ability to maintain accurate records
Reliable high-speed internet connection and quiet home office setup
Ability to work Pacific Time zone hours
Self-motivated with strong time management skills
Experience in consultative selling environments preferred
Comfort with performance-based incentives and meeting monthly targets
Professional demeanor and customer service orientation