All leads to dial on will be provided, so there will be no prospecting on your end. These also won’t be cold calls.

The appointment setter’s job is to call clients (Life Insurance clients), have a conversation with them (scripts & training provided) and book an appointment based on a time appropriate for the client & the Sales Rep.

The purpose of the phone call is to book an appointment between the life insurance client and the Sales Rep.

Responsibilities: 

• Make calls to book appointments on provided leads
• Use our App properly to make detailed comments on leads to keep a record of the conversation with the clients
• Provide a daily end of day report on progress & Weekly report (MUST be sent by a deadline)
• Consistent communication with the representative & team during your working hours
• Target 20 appointments booked weekly, with a show up ratio above 60%
• 25+ dials every hour
• Complete our 3-step recruiting process
• Complete our 5-day accelerator training program
• If hired, complete 1 day of observation with the team before starting calls

Working Hours

We recommend a 6-hour shift, 5 days a week, with a split of working weekdays & the weekend.

Recommended hours:

Weekdays:

• 8AM – 2PM EST
• 4PM – 10PM EST

Weekends:

• 9AM – 3PM EST
• 12PM – 6PM EST

This schedule is designed to get you the required result, hence the schedule is flexible based on you, but the required weekly results need to be achieved.

Requirements: 

• Fluent in English
• Excellent active listening skills
• Punctual
• Able to be on Zoom virtually with video & mic on for the respective shift
• Excellent communication skills
• Coachable
• Results oriented
• Positive attitude
• Team player who enhances culture
• Handles rejection well (numbers game mentality)
• Strong work ethic
• High integrity
• Excellent internet connection (no disconnecting at all due to load shedding / must have a backup UPS/generator during the work time)
• Fast cell phone (for calls/apps/emails) & laptop/tablet (for zoom)
• Communication Expectations.