Job Description:

You’ll be the crucial first voice prospects hear when they’re ready to take control of their financial future. This isn’t cold calling – you’ll work with warm leads already interested in retirement and insurance planning services. Your conversations will help qualified prospects take the next step toward financial security while you earn performance bonuses on top of your base salary. You’ll have direct communication with the business owner and the flexibility to grow into a full-time role as you demonstrate results.

Client Overview:

Growing financial planning practice specializing in insurance and retirement planning services. The business is scaling rapidly and needs reliable support to convert qualified leads into scheduled consultations. You’ll be joining at a pivotal growth moment where your success directly impacts families securing their financial futures.

Schedule:

• Mondays to Fridays, 2:00 to 6:00 pm (US Eastern Time, 20 hours per week)

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring

Job Responsibilities:

• Book qualified appointments through phone outreach with warm leads from Facebook campaigns
• Handle inbound conversations with prospects who have already expressed interest in financial planning services
• Follow up with leads to convert initial interest into scheduled consultations
• Maintain appointment scheduling systems and coordinate with the client’s calendar
• Build rapport quickly and guide prospects through the booking process
• Track appointment conversion rates and optimize approach based on results
• Communicate directly with the business owner on lead quality and scheduling preferences

Requirements:

• Minimal or neutral accent for clear communication with US-based prospects (this is essential for client success)
• Life insurance or retirement planning experience is a must.
• Strong conversational skills and a natural ability to build trust over the phone
• Experience in telemarketing, appointment setting, or phone-based sales roles
• Comfortable working afternoon hours in the Eastern Time zone
• Motivated by performance-based compensation and bonus opportunities
• Bonus if you have experience in financial services, insurance, or retirement planning industries
• It helps if you’re familiar with CRM systems and calendar scheduling tools

Why Join This Team?

• Performance bonuses on top of a competitive base hourly rate
• Direct communication with business owner – no layers of management
• Opportunity to expand to a full-time role based on your success and results
• Work with warm, qualified leads rather than cold prospects
• Flexible remote work environment with clear success metrics
• Be part of helping families secure their financial futures

Side Note:

• This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are determined by your performance throughout the application process.

Reminder:

• Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions that fulfill all requirements will receive priority review.