Appointment Setter – US Insurance

We are looking for an highly experienced Appointment Setter who can call and track clients who are looking to renew their health insurance for open enrolment. We need a player who is innovative in their outlook and love creating solutions for our clients. We are looking for someone able to think outside the box and work well with a dynamic and fun-loving team.

Our mission statement is: Creating innovative solutions to protect every person’s journey and give peace of mind through education and genuine care.

You will be working alongside a team of dedicated and competitive Insurance Sales Agents and you will be in charge of:

– Lead Generation and Pipeline Management
– Appointment Setting & Qualifying Calls
– Cold Calling and Cold Emailing to introduce the business and its products
– Qualifying Leads through means of call or email
– Maximizing Appointment/Demo Call Show-up Rates
– Enhancing the Sales Cycle by Minimizing Time Between First Touchpoint and Closing
– Utilizing our CRM to Effectively Communicate the Sales Process and Keep Timely Updates
– Maintaining the Company’s Brand & Reputation

We LOVE what we do and who we get to work with, and we’re passionate about helping our clients!

REQUIREMENTS:

Work Experience:
– 2+ years of sales and appointment setting experience in the US demographic. Basic insurance background is a HUGE PLUS!
– Client relationship and lead management experience is required.
– Proven track record of closing deals and client-retention
– Recommendation/Skills Verification Testimony from at least one employer on sales skillset

Education:
– Bachelor’s degree is preferred though equivalent in experience is always welcome
– US study is highly preferred
– Any sales certificates and additional training is preferred

Technical Skills:
– English level: native to bilingual with a neutral American accent plus excellent verbal skills & great written skills
– Excellent fundamental sales skills
– Excellent sales skills via phone
– Understanding of the US market & US culture

Intangible Skills:
-KPIs: Can hit KPIs & can be accountable
-Good common sense & basic skills
– Fast-learner
– Great Problem solver
– Good attention to detail
– Adaptability: can adapt well & fast to unfamiliar situations, big challenges & changes. Can always find a way to get results.
– Hard working & will go the extra mile
– Speed of execution: Fast & efficient worker
– Team: Works well in a team & can help the team’s overall performance
– Excellent communication skills
– Consistent – results, output & attitude

Attitude:
– Always wanting & willing to improve
– Wanting, willing & humble to receive constructive feedback
– Resilient & able to bounce back well & fast from setbacks, rejection or failures
– Will never give up
– Results driven
– Self-motivated & self-sufficient. Can work independently if required
– No excuses. Takes full responsibility
– Honest, reliable & trustworthy
– Loyal long-term
– Hungry & really wants this job

Job Needs:
Can work during US business hours (long-term & consistently)
Want a full-time & long-term job
Limited issues with internet, power & equipment (if working from home)
Limited distractions & disruptions (if working from home)
Weekends & holidays not required. Indicate if this is possible, if needed.