Client Overview
A growing financial services practice focused on helping families protect their assets and reduce taxes through comprehensive insurance solutions. The practice specializes in term life, whole life, and universal life insurance products, serving both individual families seeking financial protection and businesses looking for tax reduction strategies. This is a mission-driven business that genuinely helps families secure their financial future through education and protection services.

Job Description
You’ll play a crucial role in connecting qualified prospects with life-changing financial education and protection strategies. Working with pre-qualified leads who have already expressed interest in financial services, you’ll be the bridge between prospects and comprehensive financial solutions. Your work will directly impact families’ ability to access the financial protection and wealth-building strategies they need, making this both a rewarding and meaningful position. You’ll operate during optimal calling hours when prospects are settled and receptive to professional conversations.

Schedule: 4 hours daily, Monday through Friday; optimal calling hours mid-morning onwards (10-11 AM+) Full-time: 8 hours daily, Monday through Friday; optimal calling hours mid-morning onwards (10-11 AM+)
Client Timezone: Central Time (Texas)

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Responsibilities

• Make outbound calls to pre-qualified leads who have expressed interest in financial protection services

• Convert leads into scheduled appointments for financial education consultations

• Follow up with prospects to nurture relationships and secure appointments

• Maintain professional, friendly, and warm communication with all prospects

• Handle initial objections and concerns to move prospects toward scheduling

• Provide basic information about the licensed financial educator’s background and expertise

• Work during optimal calling hours when prospects are most receptive

• Focus on appointment conversion rather than cold calling unknown prospects
  
  

Requirements

• Excellent communication skills with professional presence

• Experience in appointment setting or lead conversion

• Strong persuasion and conversion skills to book appointments

• Friendly, warm, and professional demeanor

• Ability to work independently in a remote environment

• Understanding of professional calling etiquette and optimal timing

• Bonus if you have experience in financial services or insurance industry

• It helps if you’re comfortable discussing financial protection at a high level

Why Join This Team?

• Work with pre-qualified leads rather than cold calling

• Flexible remote work arrangement using your own equipment

• Support a mission-driven business that genuinely helps families

• Professional development in the growing financial services sector

• Clear success metrics focused on appointment conversion

• Opportunity to make a meaningful impact on families’ financial security

Apply now. Start helping.