Job Overview

We are seeking a driven Appointment Setter (Life Insurance) to join a financial, risk, and wealth management team. In this role, you will make outbound cold calls and re-engage aged leads to generate interest in life insurance, annuities, and retirement planning solutions. Your primary objective will be to qualify prospective clients, address objections professionally, and schedule qualified appointments directly onto executive calendars using a CRM system. This remote position offers a part-time schedule of 20 hours per week aligned with US Eastern business hours.

Schedule

• Mon & Wed 9 AM - 1 PM and Tues & Thu 4 PM - 8 PM, EST (16 hrs per week)

Responsibilities

• Make outbound cold calls to prospective clients to generate interest in life insurance, annuities, and related financial services.
• Contact existing aged paid leads to reengage prospects and identify potential opportunities.
• Book qualified appointments directly onto the client's calendar for the founders to continue the sales conversation.
• Qualify leads by assessing their interest in life insurance, annuities, and other relevant financial solutions.
• Follow custom call scripts, training materials, and established procedures provided by the client.
• Handle objections professionally and maintain engaging, natural conversations with prospects.
• Navigate the client's CRM to update lead statuses, record call outcomes, and maintain accurate prospect information.
• Follow up with prospects as needed to maximize contact and appointment booking opportunities.
• Maintain consistent outbound calling activity and provide updates on lead engagement and appointment scheduling.

Must-Have Requirements

• Previous experience in cold calling, outbound sales, lead generation, or appointment setting.
• Excellent conversational English with clear pronunciation and a minimal accent to support effective communication with US based prospects.
• Strong verbal communication and active listening skills.
• Proven ability to handle objections, overcome rejection, and maintain consistent calling activity.
• Familiarity with CRM systems and lead management processes.
• Strong organizational skills and attention to detail when documenting prospect interactions.
• Ability to follow scripts, accept feedback, and adapt to client training.
• Reliable internet connection and a suitable remote working environment.
• Ability to work independently and maintain a professional telephone manner.

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.