Appointment Setter - US Insurance

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TYPE OF WORK

Full Time

WAGE / SALARY

PHP 55,000/month

HOURS PER WEEK

TBD

DATE UPDATED

Oct 15, 2025

JOB OVERVIEW

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 & ---------- n 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 & ---------- n 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 ---------- dicate if this is possible, if needed.

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