Job Overview

Our client is looking for a results-driven Sales Appointment Setter to serve as the voice of a growing insurance practice. In this role, you will make 100-150 daily calls to pre-qualified homeowners who have requested mortgage protection or life insurance information in the past. Your mission is to re-engage warm leads, qualify their needs, and set appointments with homeowners ready to discuss their coverage options. This is a role where your ability to connect authentically over the phone will directly fuel business growth and create pathways to commission opportunities as performance scales.

Client Overview

Our client is an independent financial services agent specializing in mortgage protection and life insurance for homeowners across the United States. Operating as a solo practitioner with plans to scale, they work with aged leads from multiple premium sources and maintain a strong close rate with qualified prospects who have previously expressed interest in additional coverage.

Schedule Monday - Thursday, 9:00 AM - 2:00 PM Eastern Time (20 work hours per week)

Responsibilities

• Make 100-150 outbound calls daily to aged homeowner leads from Closer Leads, DataZap, and Titan Leads
• Engage with approximately 60-70 prospects per day who answer your calls
• Set 5-6 qualified appointments daily during the onboarding period, scaling to 8-10 appointments per day
• Schedule appointments with homeowners who requested mortgage protection or life insurance coverage within the past 1-2 years but never finalized protection
• Utilize GoHighLevel CRM and integrated dialer to manage leads and track appointment setting activity
• Maintain detailed notes on prospect conversations and qualification status
• Follow provided scripts and qualification criteria to ensure appointment quality
• Adapt your approach based on homeowner responses while maintaining professional and empathetic communication

Requirements

• Must-Have Requirements:
  • Previous experience in appointment setting or outbound sales calling
  • Proven ability to make high-volume calls and achieve daily appointment targets
  • Excellent verbal communication skills with a warm, engaging phone presence
  • Comfortable making 100-150 calls per day with consistency and resilience
  • Ability to work independently with minimal supervision during set hours
  • Reliable internet connection suitable for VoIP calling
    
    
• Nice-to-Have Requirements:
  • Life insurance industry knowledge or experience
  • Understanding of mortgage protection products and homeowner needs
  • Experience working with aged leads or re-engagement campaigns
  • Experience using GoHighLevel or similar CRM platforms

Why Join This Team

• Work directly with the business owner with clear communication and immediate feedback
• Opportunity to grow into a full-time role as the business scales
• Potential for performance-based commission structure as you demonstrate results
• Remote flexibility with a consistent part-time schedule
• Be part of a growing practice with clear goals to reach $50K–$75K monthly production within one year
• Access to high-quality aged leads from multiple premium sources

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note 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.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.