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Appointment Setter - Work From Home

Key Facts

Remote From: 
Full time
English

Other Skills

  • Calendaring
  • Team Leadership
  • Professionalism
  • Communication
  • Time Management
  • Teamwork
  • Relationship Building

Roles & Responsibilities

  • Strong communication and interpersonal skills to manage client interactions
  • Ability to explain complex benefits options and advocate for clients
  • Experience handling inbound/outbound calls and providing professional customer service
  • Comfortable with remote work and using digital tools for needs analysis and enrollment

Requirements:

  • Provide benefit enrollment materials and determine client eligibility
  • Schedule and conduct meetings with clients who request information
  • Manage incoming customer service calls with professionalism
  • Create and explain personalized benefit plans using our Needs Analysis tools

Job description

American Income Life is an international organization dedicated to protecting working families across the United States, Canada, and New Zealand, with coverage in New York provided through our subsidiary, National Income Life Insurance Company. Since 1951, we’ve focused on serving union members, credit unions, associations, and their families with reliable life, accident, and supplemental health products. Our representatives build long-term relationships with clients by meeting them where they feel most comfortable — often right in their homes or virtually.

Key Responsibilities

  • Provide benefit enrollment materials and determine client eligibility

  • Schedule and conduct meetings with clients who request information

  • Manage incoming customer service calls with professionalism

  • Direct and dispatch phone inquiries to the appropriate departments

  • Return customer calls promptly and maintain strong communication

  • Assist clients in understanding coverage options and advocate for their best interests

  • Create and explain personalized benefit plans using our Needs Analysis tools

  • Work closely with leadership to stay updated on new products, services, and company guidelines

What We Offer

  • Comprehensive training with ongoing support

  • Fully remote work environment

  • Competitive weekly compensation with performance-based bonuses

  • Advancement opportunities for career-minded individuals

  • Full benefits package available after 3 months

  • A culture that promotes balance between work and personal life

If you’re looking for a role where you can make a meaningful impact while growing your career, this may be the perfect opportunity for you.

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