Appointment Setter

Job Description

REQUIREMENTS

• Strong phone presence — you’re comfortable talking to people and building trust quickly.
• Coachable mindset — willing to follow a proven script and system.
• Consistent and disciplined — you show up, make the calls, and hit your numbers.
• Organized — able to manage follow-ups, callbacks, and a busy schedule.
• Reliable internet connection and a quiet space to work (for remote setters).
• Prior experience in phone sales, customer service, or appointment setting is a plus — but not required.

RESPONSIBILITIES

• Call provided warm leads (no cold calling from scratch) to introduce our client’s Insurance Group and our services.
• Qualify prospects by gathering basic information about their insurance needs and eligibility.
• Schedule appointments for licensed agents — by phone, video call, or in person.
• Follow up with prospects who didn’t answer or need more time before committing.
• Maintain accurate records of calls, follow-ups, and appointments in our CRM system.
• Collaborate with agents daily to ensure a smooth handoff and high show rates.
• Meet daily and weekly call and appointment targets.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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