What are the responsibilities and job description for the Appointment Setter position at Pachis Agency LLC?
You’re comfortable picking up the phone, staying upbeat after a few “no’s,” and turning a quick conversation into a real appointment. As an Appointment Setter with Pachis Agency LLC, you’ll help connect people with an insurance team that has spent more than 20 years building trust through personal, thoughtful service.
Your day will center on outbound calls to designated leads, marketing lists, and older prospects. You’ll ask a few basic questions, learn what matters to the prospect, and schedule qualified conversations with our sales producers. You’ll also keep follow-ups organized, update CRM records, and make sure the next person on the team has the details they need.
Pachis is a family-owned American Family Insurance agency based in Evanston, with a modern growth mindset and a team that values accountability, learning, and mutual support. You’ll have flexible scheduling and the ability to work fully remote, making this a strong fit for someone balancing school, another job, or other commitments. Equipment is provided, and there’s a path to becoming licensed and moving into a Customer Service Rep or Sales Producer role.
Pay starts at $18-$20 per hour, based on experience, with bonus and performance opportunities.
You don’t need an insurance license to start. If you’re good with people, persistent on the phone, and ready to build a skill set that can take you further, we’d love to meet you. Apply now!
- Make outbound calls to assigned prospect lists.
- Qualify leads through basic discovery questions.
- Schedule qualified appointments on producer calendars.
- Send appointment confirmations and calendar invitations.
- Maintain accurate CRM notes and follow-up tasks.
- Re-engage prospects around upcoming renewal dates.
- Follow approved scripts and telemarketing compliance standards.
- No insurance license is required to start.
- Strong phone communication and active listening skills.
- Resilient attitude when handling frequent rejection.
- Ability to maintain energy and positivity during outreach.
- Comfortable handling common objections and gatekeepers.
- Familiarity with CRM, dialer, and calendar tools.
- Flexible Schedule
- Career Growth Opportunities
- Bonus Opportunities
- Advancement Opportunities
- Performance Bonuses
- Equipment Provided
- Flexibility with Work Location (Home Optional)
Salary : $18 - $20