Role Overview: Appointment Setter (Insurance)
We are seeking a motivated and results-driven Appointment Setter to support outbound lead generation and appointment booking for an insurance sales team. This role focuses on engaging residential prospects, qualifying leads, and scheduling confirmed in-home appointments for field sales representatives. Incentives are available for hitting targets.
Schedule: Full-time (35-40 hours) Sunday-Thursday 2PM-10PM CST
Key Responsibilities
- Conduct high-volume outbound calls to residential insurance leads to generate interest and qualify prospects
- Schedule confirmed in-home appointments for the field sales team
- Execute multi-channel follow-up campaigns including phone calls, SMS, and email outreach
- Re-engage and nurture cold or previously unresponsive leads to maximize conversion opportunities
- Maintain accurate tracking of lead status, call outcomes, and follow-up activities using spreadsheets or CRM tools
- Handle inbound inquiries and respond or route prospects appropriately
- Collaborate closely with field sales agents to confirm and coordinate appointment schedules
Requirements
- Proven experience in appointment setting, cold calling, or outbound sales (insurance or financial services preferred)
- Strong verbal and written communication skills with a confident and persuasive phone presence
- Ability to handle objections and effectively engage residential prospects
- Self-motivated and comfortable working in a target-driven environment
- Strong organizational skills with attention to detail in managing large lead databases
- Experience using dialers, CRM systems, or lead management tools is an advantage
Scope of Work
- Full-time role supporting the end-to-end appointment pipeline for the sales team
- Multi-touch outreach across phone, SMS, and email channels
- Work with both digital and manual lead lists containing prospect contact information
- Coordinate directly with field sales agents to ensure accurate scheduling of in-home visits
- Utilize a VoIP dialer with a U.S. local number for outbound calling
Independent Contractor Perks
HMO Coverage for eligible locations
Permanent work from home
Immediate hiring
Steady freelance job
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.