Outreach Specialist / Live Transfer Agent

Job Overview

High-volume outbound calling role focused on engaging prospective insurance clients, conducting warm transfers to licensed agents, and setting appointments when needed. You’ll manage a dynamic lead pipeline, maintain accurate CRM records, and consistently meet call and conversion KPIs. Ideal for a results-driven communicator with strong objection-handling skills and experience in telemarketing or live transfer environments.

Responsibilities:

• Conduct high-volume outbound calls to buying leads on a daily basis to initiate contact with prospective insurance clients
• Execute warm transfers to licensed insurance professionals, ensuring a smooth and engaging handoff
• Set appointments for prospects who are not immediately available for a live transfer
• Manage and prioritize a rotating pool of leads, including daily inbound leads and leads within a 60–90 day cycle
• Track and report on daily call activity, transfer volumes, and appointment outcomes to meet established KPIs
• Maintain accurate records of all prospect interactions and call dispositions

Requirements:

• Proven experience in outbound calling, telemarketing, or live transfer roles
• Strong verbal communication skills with a professional and engaging phone presence
• Ability to handle objections and keep prospects engaged during initial contact
• High level of attention to detail when logging call outcomes and lead information
• Self-motivated with the ability to work independently and meet daily performance targets
• Comfortable working within the insurance or financial services industry

Scope:

• Full-time, 40 hours per week, Monday–Friday, 9:00 AM–5:30 PM PST with a 30-minute unpaid lunch break
• Primary focus on warm transfers with appointment setting as a secondary function
• Performance-based bonus on top of salary
• Follow client-defined scripts, processes, and KPIs
• Work within client-provided dialing and CRM software

Independent Contractor Perks
HMO Coverage for eligible locations
Permanent work from home
Immediate hiring
Steady freelance job 

 Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.