Appointment Setter Life Insurance

Job Overview

You will be the first point of contact for potential clients, setting the stage for successful sales conversations. Working directly with provided lead lists, you will use a dialer to connect with prospects, qualify their interest, and schedule appointments for the sales team. Your goal is to book 8-10 appointments per day, allowing the agents to focus entirely on running appointments and closing deals. This is a high-impact role where your efficiency directly contributes to the agency's growth and revenue.

Client Overview

Our client is a growing US-based life insurance agency specializing in veteran benefits and mortgage protection products. They are expanding their operations to support a high-performing sales team, and our client is looking for a skilled appointment setter to help their agents focus on closing deals rather than prospecting.

Schedule

• Monday - Friday, 11:00 AM - 03:00 PM EST (20 hours per week)

Responsibilities

• Dial through provided lead lists using a dialer system to reach potential clients
• Qualify prospects for veteran benefits and mortgage protection insurance products
• Set same-day appointments when possible to maximize conversion opportunities
• Maintain accurate records of calls and scheduled appointments in the CRM
• Follow up with prospects to confirm appointments and reduce no-show rates
• Communicate daily appointment schedules to agents at the start of each day
• Adjust scheduling approach based on feedback from the sales team

Requirements

• Proven years of cold calling and appointment setting experience
• Proven experience selling into the US market
• Strong phone communication skills and ability to engage prospects quickly
• Experience using dialers and CRM systems
• Ability to handle rejection and maintain consistent daily activity
• Self-motivated and able to work independently during morning hours
• Reliable internet connection and home office setup

Qualifications

• Bonus if you have experience in the insurance industry, particularly life insurance
• It helps if you have used High Level CRM or Wave dialer systems
• Bonus if you are familiar with veteran benefits or mortgage protection products
• It helps if you have worked with US-based life insurance agencies before

Why Join This Team

• Receive fully provided lead lists - no prospecting or research required
• Join a growing agency with plans to scale the appointment setting function
• Work with a supportive team that values your contribution to their success

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Opportunity to earn performance-based incentives and bonuses on top of base pay

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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