Appointment Setter

We are seeking a highly motivated and detail-oriented Appointment Setter to join our insurance team. The Appointment Setter will be responsible for contacting potential clients, qualifying leads, and scheduling appointments for our insurance agents. This role is essential to our sales pipeline and requires excellent communication skills, persistence, and a customer-first attitude.

Hourly Base Salary Based on Experience

• Previous experience in a call center, sales, or customer service role preferred.
• Excellent verbal communication and interpersonal skills.
• Strong organizational and time management abilities.
• Comfortable working with CRM systems and other digital tools.
• Self-motivated with a strong work ethic and goal-oriented mindset.
• Ability to handle rejection and maintain a positive attitude.

• Make outbound calls to potential clients from provided lead lists.
• Respond to inbound inquiries and qualify potential leads.
• Set appointments for licensed insurance agents with qualified prospects.
• Maintain and update CRM software with accurate customer information.
• Follow up with leads who have expressed interest but have not yet scheduled an appointment.
• Meet or exceed daily/weekly call and appointment-setting targets.
• Collaborate with the sales and marketing teams to improve lead generation and conversion strategies.
• Handle objections and rejections professionally and with persistence.
• Ensure compliance with all industry regulations and company policies.