Appointment Setter

I am looking for a motivated and detail-oriented Appointment Setter to join our team. Your main responsibility will be to contact potential leads from a pre-qualified list and schedule appointments for our licensed agents. These leads will be provided to you, so your role is focused on follow-up, qualification, and booking, not cold calling.

If you have previous experience in insurance or life insurance, that would be a great advantage.

Responsibilities:
Contact and follow up with leads provided
Set qualified appointments for licensed agents
Maintain accurate lead tracking and CRM notes
Meet daily call and follow-up targets
Coordinate schedules with the internal team

Qualifications:
Previous experience as an appointment setter or in a similar sales or support role
Excellent spoken and written English communication skills
Strong and confident phone presence
Ability to work independently and meet goals
Familiarity with CRMs, Google Workspace, and call tools
Reliable internet connection and a quiet workspace

Preferred Skills:
Experience with objection handling and qualifying leads
Familiarity with appointment setting scripts
Life insurance experience is a plus

How to Apply:
Please submit the following:

1. Updated Resume

2. Short voice recording introducing yourself and explaining why you’re a good fit (1–2 minutes)

3. Your answers to the questionnaire below

Screening Questionnaire:

a. Have you worked as an appointment setter or in a similar outbound calling role before?

b. Do you have experience working in the insurance industry? If yes, please describe.

c. What tools or platforms have you used to make calls or manage leads?

d. What is your availability (hours per day and days per week)?

e. Share an example of how you successfully handled an objection on a sales or appointment call.

f. Do you have a stable internet connection and a quiet place to work?


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