Appointment Setter

About the Company

Our client is an expanding life insurance agency focused on helping people and families protect their financial well-being.

Role Overview

The Appointment Setter will reach out to life insurance leads by phone and book meetings for the client and its agents to follow up and close. The position calls for quick handling of lead lists to increase appointment volume while keeping every conversation professional, courteous, and friendly.

Key Responsibilities

• Call prospective life insurance leads over the phone.
• Schedule appointments for the client and the sales team to complete closures.
• Work through lead packs in an organized and efficient way to maximize booked appointments.
• Keep all customer interactions polite, professional, and approachable.
• Record call outcomes and appointment details accurately.
• Partner with the client to refine scripts and improve appointment-setting methods.

Required Experience and Qualifications

• Fluent English at native or near-native level is essential.
• Previous exposure to appointment setting, telemarketing, or sales is preferred.

Preferred Skills

• Experience in insurance sales is an advantage, though not mandatory.
• Strong verbal communication skills for phone-based conversations.

Personality Traits

• Self-driven and capable of working without close supervision.