This Phone Setter role is a high-volume outbound sales support position focused on booking Zoom consultations with warm insurance/benefits leads for field agents.

Core Function

You act as the initial point of contact for union members who have already expressed interest by mailing back benefit response cards. Your primary goal is to get them on the phone, overcome initial hesitation, and schedule qualified virtual appointments for the agency's field agents.

 

Your Role: Appointment Setter

Responsibilities:

• Make a minimum of 30 outbound calls per hour to warm union member leads who have mailed in benefit response cards
• Schedule qualified Zoom appointments for field agents, targeting a minimum of 20 appointments per agent
• Follow provided scripts while maintaining a natural, conversational tone to build rapport with prospects
• Log all set appointments accurately in the Impact CRM system
• Handle objections and reschedule prospects who are initially unavailable to maximize show rates
• Use burner phone lines with local area codes to increase answer rates in skeptical markets

Requirements:

• Proven experience in outbound calling, appointment setting, or telemarketing
• Clear English communication skills with a neutral and professional accent
• Ability to follow scripts closely while adapting tone and energy to each prospect
• High level of self-motivation and results-driven mindset
• Strong attention to detail when recording appointment information
• Comfortable working evening hours in a fast-paced calling environment

Scope:

• Set one qualified appointment every 30 minutes on average
• Work with 200–300 warm leads per campaign cycle
• Ensure high appointment show rates by properly qualifying and confirming prospects
• Contribute to the agency's growth across multiple union partnerships
• Potential to expand into confirmer and virtual assistant roles based on performance