Appointment Setter

Position Information

Job Title: Appointment Setter
Department: Operations
Reports To: Lead Manager / Operations Manager
Location: Remote 
Employment Type: Full-Time

Scope: Phone Based

Work Schedule

• Schedule: Monday to Friday, standard business hours – 9:00 AM – 6:00 PM
• Time Zone: Must be able to work aligned with U.S. time zones
• Daylight Savings: Work hours may adjust during U.S. Daylight Saving Time

Essential Job Function:

We are looking for an enthusiastic Appointment Setter who will be responsible for contacting potential clients and scheduling appointments for our sales team. In this position, you will be expected to have excellent communication skills and the ability to persuade potential clients to meet with our sales representatives. Your main goal will be to increase sales opportunities and contribute to the growth of our business.

Responsibilities:

• Make high-volume outbound calls to potential customers 
• Qualify leads, set appointments for sales team and close sales
• Follow up with leads and ensure customer satisfaction
• Maintain accurate records of calls and appointments in CRM system
• Communicate effectively with team members and management
• Meet or exceed weekly and monthly appointment setting goals
• Stay up-to-date with product and service knowledge
• Provide feedback to improve sales and marketing strategies

Requirements:

• • 1-2 years of experience in a Sales Environment
  • High school diploma or equivalent
  • Excellent verbal communication skills
  • Ability to multitask and prioritize
  • Experience with CRM software
  • Attention to detail
  • Ability to work in a fast-paced environment
  • Proficient in Microsoft Office
  • Experience in sales or customer service
  • Positive attitude and willingness to learn

Work Conditions / Physical Demands / Travel Requirements

This position operates in a fully remote, phone-intensive environment and requires a quiet, professional workspace with reliable high-speed internet. The role involves extended periods of computer and headset use and requires strict adherence to confidentiality, data protection, and company policies.

Important Notes

• Responsibilities may evolve based on client needs, regulatory requirements, or business growth.
• Accuracy, professionalism, confidentiality, and timeliness are critical due to the sensitive nature of insurance-related information.
• Strong follow-through, empathy, and proactive communication are essential for success in this role.

Disclaimer

This job description outlines the general nature and level of work performed and is not an exhaustive list of duties or responsibilities. Duties may be adjusted to meet business needs.

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