Life Insurance Appointment Setter

Role Overview:

This role will support the clients sales pipeline by re-engaging existing leads, conducting outbound follow-up calls, setting appointments for licensed agents, and performing basic pre-qualification to ensure lead quality and optimize conversion rates.

Client Overview:

The client operates in the life insurance and financial services sector, specializing in final expense insurance and indexed universal life (IUL) products.

Schedule:

• Monday to Friday, 8:00 am - 5:00 pm CST, with one hour of unpaid break (40 hours per week)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations
• Commissions/Incentives

Responsibilities:

• Place high volume outbound calls/dials daily to existing lead database for life insurance products (final expense and IUL policies)
• Re-engage previous leads, no-show appointments, and follow-up tagged contacts using the clients CRM system (Go High Level)
• Set qualified appointments for licensed insurance agents by following the provided scripts and call frameworks
• Conduct basic pre-qualification by asking scripted health and eligibility questions once training is complete
• Document all call outcomes, appointment details, and lead status updates accurately in the CRM
• Manage multiple phone numbers assigned for different geographic areas within the CRM dialing system
• Follow up with clients who missed scheduled appointments to reschedule or re-engage
• Communicate in both Spanish and English to effectively engage bilingual lead segments
• Maintain daily call activity logs and provide performance updates as requested

Requirements:

• Minimum 1-2 years of experience in outbound calling, lead generation, appointment setting, or telephone-based sales support
• Demonstrated experience using CRM platforms (Go High Level experience is a strong advantage; experience with similar systems such as Salesforce, HubSpot, or Zoho is acceptable)
• Proven ability to make high-volume outbound calls while maintaining quality and accuracy
• Comfortable working with leads in the insurance, financial services, or similar regulated industries

Side Note:

• This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder:

• Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions that fulfill all requirements will receive priority review.