Job Overview

Our client is looking for an Appointment Setter and Lead Qualifier, whi will serve as the critical first point of contact for inbound leads generated through paid advertising, building genuine connections that transform interest into booked appointments and qualified opportunities. Your role goes beyond scheduling calls—you will pre-qualify prospects through thoughtful health and financial questions, ensuring licensed advisors receive warm, prepared clients ready to make decisions. This is a relationship-driven sales role where your conversational skills and integrity directly impact client show rates and the firm's growth trajectory.

Schedule: Remote, Full time | Monday - Friday, 7:30 AM - 10:00 AM / 4:00 PM - 8:00 PM CST, Saturday - Sunday, 12:00 PM - 6:00 PM CST (some weekends off).

Responsibilities:

• Contact leads generated through Meta ads via phone and text to book appointments with licensed financial advisors
• Pre-qualify prospects by conducting 15-minute discovery calls covering health history, tobacco use, medications, surgeries, and financial goals
• Gather mortgage protection details including loan balance, equity, term length, and asset protection needs
• Confirm prospect interest in protecting their home, family, or both through tailored insurance solutions
• Document existing policies, work benefits, and coverage amounts to prepare advisors for consultations
• Nurture leads through multi-touch follow-up via text and phone to overcome scheduling objections and maximize show rates
• Ensure appointment quality by building authentic rapport and creating genuine need rather than pressuring prospects to book
• Manage lead lists and update CRM records in GoHighLevel to track contact attempts and appointment outcomes
• Work strategically across morning, midday, and afternoon shifts to maximize contactability across different prospect schedules

Requirements:

• Proven experience in appointment setting or outbound sales roles
• Natural conversationalist with charismatic personality and ability to build instant rapport
• Strong integrity and commitment to booking quality appointments with high show rates
• Excellent verbal communication skills with ability to handle objections and nurture hesitant prospects
• Comfortable conducting pre-qualification interviews covering sensitive health and financial topics
• Self-motivated and able to manage lead lists independently with minimal supervision
• Reliable internet connection and professional home office setup for consistent dialing
• Bonus: if you have experience in the insurance or financial services industry
• Bonus: if you have worked with VoIP dialing systems or integrated CRM phone tools
• Nice to have: It helps if you have experience with social media management or content creation using Canva
• Nice to have: It helps if you are familiar with GoHighLevel CRM or similar sales platforms

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage
• Benefit from ongoing training and personal development support.
• Potential for commission structure on top of base salary to reward performance

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.