Appointment Setter

*IMPORTANT READ BELOW*

To be considered for this role you must provide a voice recording detailing why you believe you would be a great fit for this project. Applicants who do not send a voice recording attached to their initial message to the company will NOT be considered.

Job Title: Appointment Setter

Responsibilities:

-Conduct outbound calls to warm prospects who have expressed interest in life insurance coverage.
-Qualify prospects by assessing their needs and eligibility for coverage.
-Perform brief underwriting checks to ensure prospects meet basic requirements.
-Transfer live calls to licensed life insurance agents for further consultation and closing.
-Set appointments for prospects when necessary, ensuring smooth handoffs to licensed agents.
-Maintain accurate records of interactions and outcomes in the CRM system.

Qualifications:

-Excellent English speaking skills with clear communication abilities.
-Technologically savvy, comfortable using CRM software and other relevant tools.
-Coachable and eager to learn, with a hunger for acquiring new knowledge.
-Availability Monday through Friday, 10 am to 5 pm EST.
-Ability to handle rejection gracefully and persistently pursue leads.
-Charismatic personality with a genuine enjoyment of interacting with people.
-Positive attitude and a strong work ethic.
-Previous experience in telesales, particularly in the insurance industry, is preferred.
-Experience managing a team is a plus.
-Opportunity for Advancement:

Additional Information:

This position offers the potential for advancement within the company, particularly into a managerial role. As this new department opens up for the company, there will be opportunities for top performers to take on leadership positions and play a pivotal role in shaping the future of the team.

Prospects contacted have voluntarily provided their information and expressed explicit interest in learning more about life insurance coverage. This role offers the chance to work with motivated prospects and make a meaningful impact on their financial future.

This position will start part-time (20-30 hours/week) and if things are going well there will be an option to transition into a full-time position.

Training will take place over the course of 1 week and will be very comprehensive. The training will include daily role-play, objection handling, and a comprehensive overview of all standard operating procedures and workflows.