Outbound Scheduler

Position Summary

The Outbound Scheduler initiates outbound contact with prospective U.S.-based clients and books qualified appointments onto the calendars of Phil-Am Insurance's licensed U.S. representatives. This is a key upstream function in the sales pipeline, built on disciplined outreach, persistent follow-up, and accurate CRM documentation.

This position does not sell insurance or give plan advice. The mandate is to engage prospects professionally, confirm interest, book the appointment, and make sure the prospect shows up.

Key Responsibilities

Outbound Contact & Appointment Setting

• Place outbound calls to assigned U.S. lead lists during approved calling windows
• Send follow-up SMS and email using approved scripts and templates only
• Introduce Phil-Am Insurance at a high level and confirm interest in speaking with a licensed advisor
• Book appointments directly into U.S. staff calendars, matching time zone and advisor availability
• Confirm every appointment and send reminders ahead of the scheduled time

Lead Management & Follow-Up

• Run multi-touch follow-up sequences to maximize contact rates and attendance
• Log call outcomes, notes, and dispositions in the CRM accurately and in real time
• Re-engage aged, recycled, and previously unresponsive leads per campaign rules
• Reschedule cancellations and work no-shows back onto the calendar

Compliance & Quality

• Follow U.S. insurance marketing rules, TCPA guidelines, and internal compliance policy without exception
• Do not discuss plan details, pricing, benefits, or make recommendations of any kind
• Escalate compliance questions and consumer complaints to leadership immediately

Performance & Collaboration

• Hit daily and weekly activity targets for calls placed, contacts made, and appointments set
• Participate in coaching sessions, call reviews, and team meetings
• Work with U.S.-based staff to improve appointment quality and show rates

Key Performance Indicators

• Appointments scheduled
• Appointment show rate
• Contact-to-appointment conversion rate
• CRM accuracy and compliance adherence
• Consistency of daily activity volume

Required Qualifications

• High school diploma or equivalent
• 1+ year in outbound calling, appointment setting, or BPO sales support
• Excellent spoken and written English with a neutral or easily understood accent
• Comfortable working U.S. business hours
• Strong computer skills, reliable internet, and a quiet work space

Preferred Qualifications

• Prior experience on U.S. insurance, Medicare, ACA, or financial services campaigns
• Experience with U.S. CRM or dialer systems (GoHighLevel, HubSpot, Five9, or similar)
• Familiarity with compliance-driven calling environments
• Spanish exposure

Core Competencies

• Professional, courteous phone presence
• High attention to detail and script adherence
• Resilience in a high-volume outbound environment
• Strong organization and time management
• Team-oriented with a growth mindset

Work Environment & Schedule

• Remote, Philippines-based
• Aligned to U.S. Central Time business hours
• Full-time, with performance tracking and coaching support

Compensation

• Competitive Philippines market-based compensation
• Performance incentives tied to appointment quality and show rate
• Compensation details documented separately

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