Insurance Appointment Setter - (ZR_23481_JOB)

This is a remote position.

Schedule:

• 40 hours per week, Tuesday to Friday 1pm to 9pm and Saturday 10am to 7pm Georgia time
  

Client Timezone: Eastern Time (EST)

Client Overview

Join a rapidly expanding insurance organization that’s revolutionizing how Americans protect their financial future. This established company provides essential insurance solutions to clients across the United States, with a focus on personalized service and meaningful client relationships. As part of their growth strategy, they’re seeking talented professionals to help expand their reach and impact in the market.

Job Description

Take ownership of a vital client acquisition role where you’ll be the first point of contact for potential insurance clients. This position offers the perfect blend of structured process and relationship building, where you’ll use proven scripts and systems to connect with prospects and schedule valuable consultations. You’ll have access to a steady stream of qualified leads and modern technology tools, making it easier to achieve your goals. This role offers excellent growth potential, plus performance-based bonuses tied to successful outcomes.

Responsibilities

• Execute strategic outbound calling campaigns to connect with potential clients
  
• Achieve daily calling targets, managing approximately 30 calls per 35-minute block
  
• Schedule and coordinate virtual appointments using Zoom platform
  
• Send professional follow-up text messages to enhance engagement
  
• Maintain accurate records in the company’s CRM system
  
• Manage appointment scheduling through both CRM and Zoom calendar
  
• Generate daily performance reports tracking calls, connections, and appointments
  
• Process and qualify new leads efficiently
  
• Coordinate with the sales team to ensure smooth appointment handoffs
  
• Meet or exceed monthly appointment setting targets
  

Requirements

• Excellent English communication skills with clear phone presence
  
• Strong technical aptitude with experience in CRM systems and Zoom
  
• Professional demeanor and ability to build rapport quickly
  
• Quiet, dedicated home office with stable internet connection
  
• Detail-oriented with strong follow-through capabilities
  
• Ability to work independently while following established processes
  
• Previous experience in appointment setting or cold calling preferred
  
• Comfort with performance metrics and daily reporting
  
• Positive attitude and resilient nature when handling call outcomes
  
• Candidates must be confident and assertive