Job Overview

You will be the first point of contact for potential clients, setting the stage for successful sales conversations. Working directly with provided lead lists, you will use a dialer to connect with prospects, qualify their interest, and schedule appointments for the sales team. Your goal is to book 8-10 appointments per day, allowing the agents to focus entirely on running appointments and closing deals. This is a high-impact role where your efficiency directly contributes to the agency's growth and revenue.

Client Overview

Our client is a growing US-based life insurance agency specializing in veteran benefits and mortgage protection products. They are expanding their operations to support a high-performing sales team, and our client is looking for a skilled appointment setter to help their agents focus on closing deals rather than prospecting.

Schedule

• Monday - Friday, 11:00 AM - 03:00 PM EST (20 hours per week)

Responsibilities

• Dial through provided lead lists using a dialer system to reach potential clients
• Qualify prospects for veteran benefits and mortgage protection insurance products
• Set same-day appointments when possible to maximize conversion opportunities
• Maintain accurate records of calls and scheduled appointments in the CRM
• Follow up with prospects to confirm appointments and reduce no-show rates
• Communicate daily appointment schedules to agents at the start of each day
• Adjust scheduling approach based on feedback from the sales team

Requirements

• Proven years of cold calling and appointment setting experience
• Proven experience selling into the US market
• Strong phone communication skills and ability to engage prospects quickly
• Experience using dialers and CRM systems
• Ability to handle rejection and maintain consistent daily activity
• Self-motivated and able to work independently during morning hours
• Experience in the insurance industry (life insurance is a huge bonus)
• Reliable internet connection and home office setup

Qualifications

• It helps if you have used High Level CRM or Wave dialer systems
• Bonus if you are familiar with veteran benefits or mortgage protection products

Why Join This Team

• Receive fully provided lead lists - no prospecting or research required
• Join a growing agency with plans to scale the appointment setting function
• Work with a supportive team that values your contribution to their success