Appointment Setter - 19997

Overview
Our client is a Health and Life Insurance Broker focused on helping individuals find the right coverage through a consultative, high-touch sales process. They are seeking a dedicated Appointment Setter to support their book of business by handling high-volume outreach and scheduling qualified prospects directly onto their calendar.

This is a pure appointment-setting role—no closing required. The ideal candidate thrives in a fast-paced, phone- and SMS-heavy environment, can move quickly through lead lists, and is skilled at creating strong first impressions that lead to booked meetings.

• →Conduct high-volume outbound calling and SMS outreach to warm and purchased leads
• →Engage prospects quickly and confidently to secure scheduled appointments
• →Gather basic client information (name, DOB, address, phone, etc.)
• →Collect light qualifying details to help guide plan fit (no underwriting or disqualification)
• →Book appointments directly onto the broker’s calendar with clean handoffs
• →Maintain a simple, efficient pitch focused on getting prospects scheduled
• →Work exclusively within one broker’s book of business
• →Track activity and manage follow-ups within the CRM
• →Maintain consistent daily outreach volume and performance metrics

• 2–5 years of experience in appointment setting, sales development, or outbound sales
• Strong phone presence and confidence in high-volume calling environments
• Comfortable with SMS-based communication and fast response times
• Excellent communication and rapport-building skills
• Organized and detail-oriented with strong follow-up habits
• Ability to work independently in a remote environment
• Results-driven with a focus on booking meetings, not selling

• Health or life insurance industry exposure
• Experience working with purchased lead sources (QuoteWizard, etc.)
• Familiarity with VanillaSoft dialing systems
• Experience using Ringy CRM
• Exposure to NextGen or Benepath lead systems

• Monday–Friday
• Must start at 8:00 AM EST
• Split shift preferred:
  • 8:00 AM – 12:00 PM EST (core hours)
  • Flexible afternoon/evening hours (e.g., 1:00–5:00 PM or 2:00–6:00 PM EST)
• ~40 hours per week

• CRM/Communication: Ringy (primary), SMS-heavy outreach
• Dialer/Leads: VanillaSoft with purchased leads (primarily QuoteWizard + other vendors)

• Consistent flow of purchased leads
• Established systems and dialing infrastructure
• Clear expectations and streamlined booking process
• Remote-first work environment (broker is primarily WFH)
• Focused role with no closing responsibilities