Position Information
Job Title: Appointment Setter
Department: Operations
Reports To: Lead Manager / Operations Manager
Location: Remote
Employment Type: Full-Time
Scope: Phone Based
Work Schedule
Schedule: Monday to Friday, standard business hours – 9:00 AM – 6:00 PM
Time Zone: Must be able to work aligned with U.S. time zones
Daylight Savings: Work hours may adjust during U.S. Daylight Saving Time
Essential Job Function:
We are looking for an enthusiastic Appointment Setter who will be responsible for contacting potential clients and scheduling appointments for our sales team. In this position, you will be expected to have excellent communication skills and the ability to persuade potential clients to meet with our sales representatives. Your main goal will be to increase sales opportunities and contribute to the growth of our business.
Responsibilities:
Make high-volume outbound calls to potential customers
Qualify leads, set appointments for sales team and close sales
Follow up with leads and ensure customer satisfaction
Maintain accurate records of calls and appointments in CRM system
Communicate effectively with team members and management
Meet or exceed weekly and monthly appointment setting goals
Stay up-to-date with product and service knowledge
Provide feedback to improve sales and marketing strategies
Requirements:
1-2 years of experience in a Sales Environment
High school diploma or equivalent
Excellent verbal communication skills
Ability to multitask and prioritize
Experience with CRM software
Attention to detail
Ability to work in a fast-paced environment
Proficient in Microsoft Office
Experience in sales or customer service
Positive attitude and willingness to learn
Work Conditions / Physical Demands / Travel Requirements
This position operates in a fully remote, phone-intensive environment and requires a quiet, professional workspace with reliable high-speed internet. The role involves extended periods of computer and headset use and requires strict adherence to confidentiality, data protection, and company policies.
Important Notes
Responsibilities may evolve based on client needs, regulatory requirements, or business growth.
Accuracy, professionalism, confidentiality, and timeliness are critical due to the sensitive nature of insurance-related information.
Strong follow-through, empathy, and proactive communication are essential for success in this role.
Disclaimer
This job description outlines the general nature and level of work performed and is not an exhaustive list of duties or responsibilities. Duties may be adjusted to meet business needs.
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