Job Overview

We are seeking a results-driven Lead Generation Specialist (Insurance) to oversee daily lead outreach and schedule qualified appointments for a U.S.-based life insurance agency. In this role, you will connect with SMS-verified, TCPA-compliant leads and manage a pipeline of active prospects within the CRM platform. You will track interaction outcomes, maintain consistent follow-up cadences, and collaborate with agency leadership to refine conversion strategies. This part-time remote position requires 20 hours per week from 10 AM to 2 PM during Eastern Standard Time (EST) business hours.

Schedule

• Mon-Fri, 10 AM - 2 PM EST (20 hrs per week)

Responsibilities

• Conduct daily outreach to SMS-verified, TCPA-compliant leads using the company's proprietary CRM system
• Set qualified appointments for the sales team to convert into policies
• Manage and work through a pipeline of approximately 200 existing leads that require follow-up
• Maintain consistent contact rates by reaching out to leads at varying times throughout the day
• Track and document all lead interactions and appointment outcomes in the CRM
• Ensure no leads fall through the cracks by maintaining organized follow-up schedules
• Collaborate with the agency owner to optimize appointment-setting strategies based on conversion data
• Adapt communication approach to be confident and personable without being pushy

Must-Have Requirements

• Proven experience in appointment setting or lead generation, preferably in insurance or financial services
• Demonstrated ability to work independently with minimal supervision in a remote environment
• Excellent communication skills with a confident and personable phone presence
• Persistent follow-up skills without being pushy or aggressive Strong organizational abilities to manage large volumes of leads effectively Comfortable working with CRM systems and learning new platforms quickly Results-focused mindset with ability to meet appointment-setting targets

Nice-to-Have Requirements

• Bonus if you have experience with life insurance lead generation
• It helps if you're familiar with TCPA compliance requirements and SMS-verified lead handling
• Bonus if you have experience working with US-based clients across multiple time zones

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.

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