Cold Caller/Appointment
Somewhere
Cold Caller & Appointment Setter (Life Insurance Division)
Location:Remote (South Africa)
Working Hours:9am - 5pm EST
Compensation Tiers
TierRole TypeMonthly PayBonus1Appointment Setter Only$1000$10–$15 per booked & held appt.2Appointment Setter + Closer$1500$50–$100 per closed sale (split)
Tier
Role Type
Monthly Pay
Bonus
1
Appointment Setter Only
$1000
$10–$15 per booked & held appt.
2
Appointment Setter + Closer
$1500
$50–$100 per closed sale (split)
You can start as a setter and move into a closer role based on performance.
Position Overview
We’re looking for a drivenCold Caller & Appointment Setterto join our Life Insurance Division. In this role, you’ll be contacting individuals who have already expressed interest in Final Expense or Life Insurance. Your primary goal is to pre-qualify leads using our proven script and schedule appointments for our licensed agents — or advance into a licensed closer role yourself under our agency.
Key Responsibilities
1. Daily Outreach & Appointment Setting
* Make 150–300 outbound dials per day using our dialer/CRM
* Follow provided scripts and handle objections with confidence
* Set appointments directly on agent calendars
* Record all activity and notes in our CRM (Close.io, GHL, etc.)
2. Lead Management & Follow-Up
* Prioritize fresh, warm, and re-engaged leads
* Follow up with no-shows and reschedules
* Collect pre-quote information: date of birth, smoker status, basic health details
3. Performance Reporting
* Track and report daily calls, contacts, and appointments
* Participate in quick team check-ins (Slack, WhatsApp, Zoom)
What We’re Looking For
* Strong phone presence and persuasive communication
* Clear, friendly, and confident speaking voice
* Highly self-motivated and able to meet high-volume targets
* Prior experience in outbound calling, telemarketing, or appointment setting
* Familiarity with final expense or life insurance is a plus
* Comfortable using CRM tools and following structured workflows
Compensation Tiers
TierRole TypeMonthly PayBonus1Appointment Setter Only$1000$10–$15 per booked & held appt.2Appointment Setter + Closer$1500$50–$100 per closed sale (split)
Tier
Role Type
Monthly Pay
Bonus
1
Appointment Setter Only
$1000
$10–$15 per booked & held appt.
2
Appointment Setter + Closer
$1500
$50–$100 per closed sale (split)
You can start as a setter and move into a closer role based on performance.
Growth & Licensing Path (Optional)
Top performers will have the opportunity to become licensed agents under our agency, with full support, mentorship, and access to tools. You’ll be able to write business directly and increase your earning potential significantly.
Tools & Support Provided
* CRM access (Close.io)
* Warm leads (Facebook/Google ads, referrals)
* High-converting scripts and objection handling guides
* Training and support (Zoom role plays, WhatsApp groups)
* Insurance quoting tools and cheat sheets