Appointment Scheduler Job at Elite Financial Partners, Oregon State

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  • Elite Financial Partners
  • Oregon State

Job Description

Job Description

Job Description

We are seeking a highly motivated and results-driven Appointment Setter to join our dynamic insurance team. As an Appointment Setter, you will play a vital role in connecting potential clients with our licensed insurance agents, helping individuals and families secure the protection they need.

 

Key Responsibilities:

• Contact potential clients via phone, email, or other communication channels provided by the company.

• Schedule appointments between clients and licensed insurance agents.

• Provide clients with basic information about insurance services and answer general inquiries.

• Maintain accurate records of client interactions and appointments in the CRM system.

• Follow up with leads to confirm appointments and reschedule when necessary.

• Collaborate with the sales and marketing team to achieve monthly targets.

• Handle objections professionally and ensure a positive client experience.

 

Qualifications:

• Excellent verbal and written communication skills.

• Strong organizational and time management abilities.

• Proven experience in telemarketing, customer service, or a related role (preferred).

• Familiarity with CRM software and basic computer skills.

• Self-motivated and goal-oriented with the ability to work independently.

• Positive attitude and the ability to build rapport quickly.

 

What We Offer:

• Competitive hourly wage with performance-based bonuses.

• Flexible work schedule.

Company Description

Elite Financial Partners in a Insurance agency that specializes in all health and life insurance products.

Company Description

Elite Financial Partners in a Insurance agency that specializes in all health and life insurance products.

Job Tags

Hourly pay, Flexible hours,

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