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