Offer summary

Qualifications:

Strong English communication skills, including clear speaking, reading, and writing abilities., Reliable internet connection and a quiet, professional work environment., Basic computer skills for scheduling software and communication platforms., No prior insurance experience required; comprehensive training will be provided..

Key responsibilities:

Conduct professional outbound calls to potential life insurance clients using provided scripts.

Schedule appointments between qualified prospects and the insurance professional.

Maintain consistent communication standards and follow established calling procedures.

Provide excellent customer service during initial client interactions.

Job description

This is a remote position.

Role Name: Appointment Setter

Schedule: Monday through Friday, 1:00 PM - 9:00 PM

Client Timezone: EDT - New York

This is an excellent entry-level opportunity for someone looking to develop their communication skills in a professional environment while making a real difference in people's lives. As an Appointment Setter, you'll be the first point of contact for potential clients seeking life insurance protection, using proven scripts and processes to connect families with life-changing insurance solutions. This role offers stability, clear expectations, and the satisfaction of knowing your work helps families plan for their future. You'll work in a supportive environment with established systems, making this an ideal position for someone starting their career in professional services or looking to transition into a stable, meaningful role.

Responsibilities

Conduct professional outbound calls to potential life insurance clients using provided scripts
Schedule appointments between qualified prospects and the insurance professional
Maintain consistent communication standards and follow established calling procedures
Work directly with the business owner to meet daily appointment scheduling goals
Utilize company communication tools and scheduling systems effectively
Follow structured daily routines and achieve established performance metrics
Provide excellent customer service during initial client interactions

Requirements

Strong English communication skills including clear speaking, reading, and writing abilities
Reliable internet connection and quiet, professional work environment
Ability to follow scripts and established processes consistently
Professional phone manner and customer service orientation
Basic computer skills for scheduling software and communication platforms
Availability to work Monday through Friday, 1:00 PM - 9:00 PM Eastern Time
Self-motivated with ability to work independently while meeting performance standards
No prior insurance experience required - comprehensive training provided