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.

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