Life Insurance Appointment Setter Job at Globe Life AIL - Regina Koonce, Little Rock, AR

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  • Globe Life AIL - Regina Koonce
  • Little Rock, AR

Job Description

Overview:

We seek a motivated, organized, goal-oriented Life Insurance Appointment Setter to join our growing team. The Appointment Setter will contact potential clients, qualify leads, and schedule appointments for our licensed insurance agents. This role plays a critical part in the sales process by ensuring agents have a full calendar of high-quality leads to meet with.

Key Responsibilities:

  • Lead Generation & Outreach:

    • Call and engage potential leads (warm) using provided lists or inbound inquiries.
    • Effectively communicate the importance of the appointments set by abiding to a script and answer questions with responses provided.
  • Appointment Scheduling:

    • Set appointments for licensed insurance agents by confirming times, dates, and contact details.
    • Ensure that all appointments are properly documented in the CRM system.
  • Follow-Up:

    • Follow up with leads who have not shown up to their appointment but have scheduled a meeting.
    • Send reminders to prospects before appointments.
    • Re-engage leads who have not responded or scheduled an appointment after initial contact.
  • Data Entry & CRM Management:

    • Maintain accurate records of calls, appointments, and lead status in the company’s CRM system.
    • Track metrics such as a number of calls made, appointments set, and conversion rates.
  • Collaboration:

    • Work closely with the sales team to ensure seamless transitions from the appointment-setting stage to the consultation stage.
    • Provide feedback to the sales team regarding lead quality, objections, and customer inquiries.

Qualifications:

  • Experience:
    • Previous experience in telemarketing, customer service, sales, or appointment setting is preferred, but not required.
  • Communication Skills:
    • Excellent verbal communication and interpersonal skills with the ability to engage and build rapport quickly.
    • Strong phone etiquette and ability to handle rejection professionally.
  • Organizational Skills:
    • Ability to manage multiple tasks and priorities in a fast-paced environment.
    • Strong attention to detail, especially in data entry and appointment scheduling.
  • Technical Skills:
    • Proficiency in using CRM software, Microsoft Office Suite, and other productivity tools.
  • Motivation & Attitude:
    • Self-motivated with a strong desire to achieve performance goals.
    • Positive attitude, resilience, and a strong work ethic.

Benefits:

  • Competitive hourly pay with performance-based incentives (if applicable).
  • Flexible working hours (remote ).
  • Opportunity for career advancement within the company.

Job Tags

Hourly pay, Part time, Remote job, Flexible hours,

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