Appointment

Appointment Setter (Health & Life Insurance)

OverviewOur client is a Health and Life Insurance Broker focused on helping individuals find the right coverage through a consultative, high-touch sales process. They are seeking a dedicatedAppointment Setterto support their book of business by handling high-volume outreach and scheduling qualified prospects directly onto their calendar.

This is a pure appointment-setting role—no closing required. The ideal candidate thrives in a fast-paced, phone- and SMS-heavy environment, can move quickly through lead lists, and is skilled at creating strong first impressions that lead to booked meetings.

Key Responsibilities
* Conduct high-volume outbound calling and SMS outreach to warm and purchased leads
* Engage prospects quickly and confidently to secure scheduled appointments
* Gather basic client information (name, DOB, address, phone, etc.)
* Collect light qualifying details to help guide plan fit (no underwriting or disqualification)
* Book appointments directly onto the broker’s calendar with clean handoffs
* Maintain a simple, efficient pitch focused on getting prospects scheduled
* Work exclusively within one broker’s book of business
* Track activity and manage follow-ups within the CRM
* Maintain consistent daily outreach volume and performance metrics

Qualifications
* 2–5 years of experience in appointment setting, sales development, or outbound sales
* Strong phone presence and confidence in high-volume calling environments
* Comfortable with SMS-based communication and fast response times
* Excellent communication and rapport-building skills
* Organized and detail-oriented with strong follow-up habits
* Ability to work independently in a remote environment
* Results-driven with a focus on booking meetings, not selling

Preferred Experience (Not Required)
* Health or life insurance industry exposure
* Experience working with purchased lead sources (QuoteWizard, etc.)
* Familiarity with VanillaSoft dialing systems
* Experience using Ringy CRM
* Exposure to NextGen or Benepath lead systems

Working Hours
* Monday–Friday
* Must start at8:00 AM EST
* Split shift preferred:8:00 AM – 12:00 PM EST(core hours)Flexible afternoon/evening hours(e.g., 1:00–5:00 PM or 2:00–6:00 PM EST)
* 8:00 AM – 12:00 PM EST(core hours)
* Flexible afternoon/evening hours(e.g., 1:00–5:00 PM or 2:00–6:00 PM EST)
* ~40 hours per week

Tools & Systems
* CRM/Communication:Ringy (primary), SMS-heavy outreach
* Dialer/Leads:VanillaSoft with purchased leads (primarily QuoteWizard + other vendors)

What the Client Provides
* Consistent flow of purchased leads
* Established systems and dialing infrastructure
* Clear expectations and streamlined booking process
* Remote-first work environment (broker is primarily WFH)
* Focused role with no closing responsibilities