Appointment Setter
About the Role:
We are seeking a motivated and professional Appointment Setter to join our on-site outbound calling team. In this role, you will contact warm leads —individuals who have already inquired about life insurance—and schedule phone appointments for our licensed life insurance agents. No cold calling. All leads are generated from recent requests for information.
Responsibilities:
Make outbound calls to warm leads who have requested life insurance information
Engage potential clients with a friendly, confident, and professional phone presence
Verify basic information and determine the best time for a phone appointment
Schedule appointments for our licensed life insurance agents
Record accurate notes and update lead information in the CRM
Meet and exceed daily/weekly appointment goals
Maintain compliance with company scripts, standards, and guidelines
Qualifications:
Prior experience in appointment setting, sales support, call center, or customer service REQUIRED
Strong communication and interpersonal skills
Comfortable working in a fast-paced, outbound call environment
Reliable, punctual, and coachable
Basic computer and CRM navigation skills
Must be able to work on-site
What We Offer:
Competitive hourly pay + performance bonuses
All warm leads provided—no cold calling
Paid training
Supportive team environment
Opportunities for growth within the company
Schedule:
Full-time, on-site
Hours WILL include some evenings and Saturday mornings.
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