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Appointment Setter for a Life Insurance Company in the US (Home Based Part Time)

Virtual Coworker

Key Facts

Part time
English

Other Skills

  • •
    Scheduling
  • •
    Google Sheets
  • •
    Communication
  • •
    Time Management
  • •
    Customer Service
  • •
    Detail Oriented

Job description

• Conduct outbound calls and follow up with leads (cold and warm outreach)
• Schedule and manage appointments for the client
• Maintain and update lead and appointment tracking using Google Sheets
• Organize and manage the client database (book of business)
• Send thank-you messages or cards to long-term clients
• Request referrals from existing clients
• Assist with email outreach and follow-ups
• Build and maintain prospecting lists
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California (USA)

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