Appointment Setter WFH

 Posted 3 months ago
     
0-2 years experience
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AI Summary

The primary duties involve scheduling and conducting virtual appointments with interested members to provide clear information about available benefit programs. Responsibilities also include assisting clients with applications, answering questions, and maintaining accurate records.

Overview

We are currently seeking motivated and goal-oriented individuals to join our growing remote team. This is an excellent opportunity for candidates looking to build a long-term career with a company focused on professional development, stability, and meaningful client interactions.

In this role, you will work with members who have already expressed interest in learning more about available benefit programs. There is no cold calling or door-to-door sales — all interactions are conducted through scheduled virtual appointments.


About Us

For over 60 years, our organization has partnered with labor unions, credit unions, and associations across North America to provide members with access to supplemental benefit programs.

Our focus is on education and service — helping individuals and families better understand their options and make informed decisions about their financial protection.


Key Responsibilities

  • Schedule and conduct virtual appointments with members

  • Provide clear information about available benefit programs

  • Assist clients with completing applications and required documentation

  • Answer questions and guide members through their coverage options

  • Maintain accurate records and follow internal processes

  • Participate in ongoing training and development sessions


Qualifications

  • Strong communication and interpersonal skills

  • Professional, reliable, and well-organized

  • Comfortable using basic computer tools (Zoom, email, data entry)

  • Ability to manage time effectively in a remote environment

  • Customer service or sales experience is an asset but not required

  • Must be eligible to pass a background check


What We Offer

  • Paid training — no prior experience required

  • Weekly pay with performance-based bonuses

  • 100% remote position with flexible scheduling options

  • Clear advancement opportunities into leadership roles

  • Ongoing mentorship and support

  • Positive, team-oriented work environment

  • Long-term income potential through growth and renewals


Why Join Us

This role offers more than just a job — it provides a clear path for growth within a stable and expanding organization. You’ll develop valuable skills in communication, organization, and client service while working in a supportive environment designed to help you succeed.


Apply Today

If you are looking for a remote opportunity with long-term potential and a structured path for advancement, we encourage you to apply today.

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