We are seeking a driven, proactive Insurance Appointment Setter to join our growing advisory team. In this role, your primary focus will be connecting with prospective clients (individuals, families, and business owners), identifying their insurance review needs, and scheduling qualified appointments for our senior financial advisors.
You will not be responsible for closing sales—your core mission is to generate interest, pre-qualify prospects, and fill our advisors' calendars with high-quality meetings.
- Conduct outbound calls, email sequences, and follow-ups to warm and cold lead lists.
- Engage decision-makers in professional conversations to highlight the value of a comprehensive insurance review.
- Pre-qualify prospects based on key criteria (current policy age, coverage gaps, business size, or family needs).
- Schedule confirmed 30-minute consultation calls directly into advisor calendars using scheduling software (e.g., Calendly, Google Calendar).
- Execute reminder sequences (SMS/Email/Call) to ensure low no-show rates.
- Log all call activities, notes, and lead statuses accurately in the CRM.
- Meet or exceed weekly targets for calls placed, contacts engaged, and qualified appointments set.
- Experience: 1+ years of outbound telemarketing, cold calling, or appointment setting experience (Financial Services or Insurance background preferred).
- Communication: Exceptional verbal and written English communication skills with a clear, professional phone presence.
- Tech Savvy: Proficiency using CRM tools (e.g., HubSpot, Salesforce, Zoho) and scheduling applications.
- Resilience: Strong objection-handling skills, active listening, and a positive mindset when handling rejection.
- Self-Motivation: Ability to manage time effectively and work independently in a target-driven environment.