Appointment Setter (Life Insurance)

Job Overview

Our client is looking for an Appointment Setter who will be the first point of contact for qualified prospects who have expressed interest in life insurance protection. Working with warm leads who have already filled out detailed request forms, you will make high-volume outbound calls to schedule appointments with interested prospects. This is a straightforward appointment-setting role with a clear script, organized CRM system, and quality leads provided daily. You will play a critical role in helping families protect their assets while working in a structured, results-driven environment.

Client Overview

Our client is a nationwide virtual life insurance agency serving clients across the United States. They specialize in mortgage protection and comprehensive life insurance solutions, working with warm leads generated through targeted Facebook and Instagram advertising campaigns. The agency has a proven system in place and is scaling rapidly with a consistent flow of qualified prospects.

Schedule: Monday, Wednesday, Friday, 9:00 AM - 1:00 PM EST and Tuesday, Thursday, 4:00 PM - 8:00 PM EST (20 work hours per week)

Responsibilities:

• Make 300-400 outbound calls daily to warm leads who have requested life insurance information
• Schedule appointments using a proven script and booking system directly into the agent's synchronized calendar
• Manage leads through the CRM system (Lead Champ Pro and secondary CRM)
• Confirm prospect information, gather preliminary qualification details, and set clear expectations to ensure high show rates
• Follow up with prospects who were busy or requested callbacks
• Maintain accurate records of all call attempts and outcomes in the CRM
• Work through both existing lead database and newly generated daily leads (up to 30 per day)

Requirements:

• 2-5 years of appointment setting or sales experience
• Experience in life insurance sales or financial services industry preferred
• Proven track record making high-volume outbound calls
• Strong phone presence and excellent communication skills
• Comfortable working with CRM systems and calendar management tools
• Ability to follow scripts while maintaining natural conversation flow
• Familiarity with mortgage protection, social media-generated leads, or Lead Champ Pro CRM is a bonus

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Work with warm, qualified leads (no cold calling) in a structured system with proven scripts
• Access to comprehensive CRM with consistent daily lead generation
• Performance bonus opportunities available based on results and growth potential in a scaling agency

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.